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Advisor at EVERGREEN WEALTH MANAGEMENT, LLC
WILLIAMSTON, MI
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 |
|---|---|---|---|---|---|---|
| EVERGREEN WEALTH MANAGEMENT, LLC | Independent wealth | Mar 10, 2016 | n/a | yes | WILLIAMSTON, MI | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Aug 19, 2011 | Apr 3, 2015 | no | WILLIAMSTON, MI | Previous registration |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | May 18, 2010 | Aug 16, 2011 | no | LAPEER, MI|BRIGHTON, MI|WILLIAMSTON, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | EVERGREEN WEALTH MANAGEMENT, LLC | Apr 3, 2015 | Mar 10, 2016 | 342 | Firm change | Other |
| NEXT FINANCIAL GROUP, INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Aug 16, 2011 | Aug 19, 2011 | 3 | Firm change | Other |