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Advisor at E-WEALTH PARTNERS
MINNETONKA, 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 |
|---|---|---|---|---|---|---|
| E-WEALTH PARTNERS | Independent wealth | Jan 6, 2025 | n/a | yes | MINNETONKA, MN | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 27, 2016 | Dec 31, 2024 | no | Oakdale, MN|Woodbury, MN|AUSTIN, TX|WHITE BEAR LAKE, MN | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Jul 1, 2014 | Sep 22, 2016 | no | BIRCHWOOD, MN|MINNEAPOLIS, MN|NORTH OAKS, MN|Woodbury, MN|NORTH OAKS, MN|BIRCHWOOD, MN|WHITE BEAR LAKE, MN | Previous registration |
| MARATHON ADVISORS, INC | n/a | Mar 29, 1994 | Aug 30, 2005 | no | MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | E-WEALTH PARTNERS | Dec 31, 2024 | Jan 6, 2025 | 6 | Firm change | Ibd to RIA |
| NFP ADVISOR SERVICES, LLC | KESTRA ADVISORY SERVICES, LLC | Sep 22, 2016 | Apr 27, 2016 | -148 | Bulk transfer | Other |
| MARATHON ADVISORS, INC | NFP ADVISOR SERVICES, LLC | Aug 30, 2005 | Jul 1, 2014 | 3,227 | Firm change after gap | Other |