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Advisor at INDEPENDENT FINANCIAL GROUP, LLC
SAN DIEGO, CA | Saint Louis, MO
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 |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | Bd affiliated wealth | Mar 18, 2026 | n/a | yes | Saint Louis, MO|SAN DIEGO, CA | Current employment |
| PREMIER FINANCIAL PARTNERS, LLC | n/a | Mar 15, 2018 | Jul 6, 2022 | no | ST. LOUIS, MO | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jul 21, 2011 | Mar 20, 2026 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | PREMIER FINANCIAL PARTNERS, LLC | Mar 20, 2026 | Mar 15, 2018 | -2,927 | Firm change after gap | Other |
| PREMIER FINANCIAL PARTNERS, LLC | INDEPENDENT FINANCIAL GROUP, LLC | Jul 6, 2022 | Mar 18, 2026 | 1,351 | Firm change after gap | Other |