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Advisor at EVERSOURCE WEALTH ADVISORS, LLC
Scottsdale, AZ
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 |
|---|---|---|---|---|---|---|
| TWOGOOD FINANCIAL SERVICES, INC. | State registered | Dec 19, 2022 | n/a | yes | Scottsdale, AZ | Current employment |
| EVERSOURCE WEALTH ADVISORS, LLC | Independent wealth | Oct 20, 2022 | n/a | yes | Scottsdale, AZ | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Nov 3, 2011 | Oct 18, 2022 | no | SCOTTSDALE, AZ|SCOTTSDALE, AZ|SCOTTSDALE, AZ | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Apr 29, 2003 | Nov 8, 2011 | no | SCOTTSDALE|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | Oct 18, 2022 | Oct 20, 2022 | 2 | Firm change | Ibd to RIA |
| EAGLE STRATEGIES LLC | EQUITABLE ADVISORS, LLC | Nov 8, 2011 | Nov 3, 2011 | -5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6627:286340:AZ:2022-10-18 | Oct 18, 2022 | Oct 20, 2022 | SCOTTSDALE, AZ | Firm change |