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Advisor at TRUSTAGE INVESTMENT MANAGEMENT
MADISON, WI | Oregon, 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 |
|---|---|---|---|---|---|---|
| TRUSTAGE INVESTMENT MANAGEMENT | Institutional manager | Nov 18, 2021 | n/a | yes | MADISON, WI|Oregon, WI | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Nov 22, 2013 | Sep 20, 2019 | no | COLUMBUS, IN | Previous registration |
| HEFTY WEALTH PARTNERS | Former SEC adviser | Nov 3, 2011 | Jan 18, 2013 | no | AUBURN, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | TRUSTAGE INVESTMENT MANAGEMENT | Sep 20, 2019 | Nov 18, 2021 | 790 | Firm change after gap | Other |
| HEFTY WEALTH PARTNERS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 18, 2013 | Nov 22, 2013 | 308 | Firm change | Other |