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Advisor at ADVISORY SOLUTIONS GROUP
BELLEVUE, WA | PLYMOUTH, MN
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 |
|---|---|---|---|---|---|---|
| ADVISORY SOLUTIONS GROUP | Independent wealth | May 1, 2026 | n/a | yes | PLYMOUTH, MN|BELLEVUE, WA | Current employment |
| CS PLANNING CORP | Independent wealth | May 23, 2018 | Jun 2, 2026 | no | Kenmore, WA|PORTLAND, OR|Bellevue, WA|Bellevue, WA | Previous registration |
| SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC | Former SEC adviser | Mar 9, 2012 | Sep 16, 2013 | no | BELLEVUE, WA | Previous registration |
| SUMMIT ASSET STRATEGIES INVESTMENT ADVISORS, INC. | n/a | Apr 21, 2008 | Sep 16, 2013 | no | BELLEVUE, WA | Previous registration |
| M HOLDINGS SECURITIES, INC. | Bd affiliated wealth | Mar 30, 2005 | Aug 7, 2006 | no | SEATTLE, WA|SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CS PLANNING CORP | ADVISORY SOLUTIONS GROUP | Jun 2, 2026 | May 1, 2026 | -32 | Firm change after gap | RIA to new firm |
| SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC | CS PLANNING CORP | Sep 16, 2013 | May 23, 2018 | 1,710 | Firm change after gap | Other |
| SUMMIT ASSET STRATEGIES INVESTMENT ADVISORS, INC. | SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC | Sep 16, 2013 | Mar 9, 2012 | -556 | Firm change after gap | Other |
| M HOLDINGS SECURITIES, INC. | SUMMIT ASSET STRATEGIES INVESTMENT ADVISORS, INC. | Aug 7, 2006 | Apr 21, 2008 | 623 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149937:339919:WA:2026-06-02 | Jun 2, 2026 | May 1, 2026 | BELLEVUE, WA | Firm change after gap |