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Advisor at FIRST ASSOCIATED INVESTMENT ADVISORS, INC.
DULUTH, MN | Cumberland, WI
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 |
|---|---|---|---|---|---|---|
| FIRST ASSOCIATED INVESTMENT ADVISORS, INC. | Asset manager | Jan 3, 2025 | n/a | yes | DULUTH, MN|Cumberland, WI | Current employment |
| VALMARK ADVISERS, INC. | Bd affiliated wealth | Jul 19, 2021 | Nov 1, 2024 | no | Rice Lake, WI | Previous registration |
| B&E INVESTMENT ADVISERS, INC. | State registered | Apr 6, 2004 | Nov 9, 2018 | no | RICE LAKE, WI|WAYZATA, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALMARK ADVISERS, INC. | FIRST ASSOCIATED INVESTMENT ADVISORS, INC. | Nov 1, 2024 | Jan 3, 2025 | 63 | Firm change | Other |
| B&E INVESTMENT ADVISERS, INC. | VALMARK ADVISERS, INC. | Nov 9, 2018 | Jul 19, 2021 | 983 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 129374:108050:MN:2018-11-09 | Nov 9, 2018 | Jul 19, 2021 | WAYZATA, MN | Firm change after gap |