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Advisor at LIFE PLANNING ADVISORS LLC
BIGFORK, MT
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 |
|---|---|---|---|---|---|---|
| LIFE PLANNING ADVISORS LLC | Independent wealth | Dec 10, 2025 | n/a | yes | BIGFORK, MT|BIGFORK, MT | Current employment |
| LIFE PLANNING ADVISORS LLC | Independent wealth | Nov 18, 2013 | Dec 31, 2018 | no | ROLLING HILLS ESTATES, CA|BIGFORK, MT | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 2, 2009 | Oct 1, 2013 | no | LOS ANGELES, CA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Mar 22, 2005 | Jan 2, 2009 | no | LOS ANGELES, CA|PALOS VERDES ESTATES, CA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Feb 21, 2001 | Mar 24, 2005 | no | CENTURY CITY, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | LIFE PLANNING ADVISORS LLC | Oct 1, 2013 | Nov 18, 2013 | 48 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 2, 2009 | Jan 2, 2009 | 0 | Bulk transfer | Other |
| UBS FINANCIAL SERVICES INC. | RAYMOND JAMES FINANCIAL SERVICES, INC. | Mar 24, 2005 | Mar 22, 2005 | -2 | Firm change | Other |