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Advisor at LIFELONG WEALTH ADVISORS, INC.
ARDEN HILLS, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LIFELONG WEALTH ADVISORS, INC. | Independent wealth | Oct 1, 2024 | n/a | yes | ARDEN HILLS, MN | Current employment |
| PALADIN FINANCIAL | Independent wealth | Jul 23, 2021 | Apr 12, 2024 | no | ARDEN HILLS, MN | Previous registration |
| PALADIN CAPITAL | Independent wealth | Jul 23, 2021 | Apr 12, 2024 | no | ARDEN HILLS, MN | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Jun 14, 2016 | Jun 4, 2021 | no | MINNETONKA, MN | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Nov 18, 2013 | May 19, 2014 | no | ELK RIVER, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PALADIN CAPITAL | LIFELONG WEALTH ADVISORS, INC. | Apr 12, 2024 | Oct 1, 2024 | 172 | Firm change | RIA to new firm |
| PALADIN FINANCIAL | PALADIN CAPITAL | Apr 12, 2024 | Jul 23, 2021 | -994 | Firm change after gap | RIA to new firm |
| CETERA ADVISOR NETWORKS LLC | PALADIN FINANCIAL | Jun 4, 2021 | Jul 23, 2021 | 49 | Firm change | Ibd to RIA |
| SECURITIES AMERICA ADVISORS, INC. | CETERA ADVISOR NETWORKS LLC | May 19, 2014 | Jun 14, 2016 | 757 | Firm change after gap | Other |