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Advisor at STRATEGIC WEALTH GROUP
EDEN PRAIRIE, 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 |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 14, 2025 | n/a | yes | EDEN PRAIRIE, MN | Current employment |
| STRATEGIC WEALTH GROUP | Independent wealth | Aug 11, 2016 | n/a | yes | EDEN PRAIRIE, MN | Current employment |
| CETERA ADVISORS LLC | Former SEC adviser | May 7, 2015 | Aug 10, 2016 | no | MINNETONKA, MN | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Feb 3, 2014 | May 19, 2015 | no | MINNETONKA, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA ADVISORS LLC | STRATEGIC WEALTH GROUP | Aug 10, 2016 | Aug 11, 2016 | 1 | Firm change | Other |
| MSI FINANCIAL SERVICES, INC. | CETERA ADVISORS LLC | May 19, 2015 | May 7, 2015 | -12 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 10299:284430:MN:2016-08-08 | Aug 10, 2016 | Aug 11, 2016 | MINNETONKA, MN | Firm change |