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Advisor at ANDINA ADVISORS
PROVIDENCE, UT | LOGAN, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ANDINA ADVISORS | Independent wealth | Apr 11, 2022 | n/a | yes | LOGAN, UT|PROVIDENCE, UT | Current employment |
| CORE CAPITAL WEALTH MANAGEMENT, LLC | Former SEC adviser | Sep 21, 2020 | Jun 2, 2022 | no | PROVIDENCE, UT | Previous registration |
| Onedigital | Institutional manager | Sep 16, 2020 | Apr 8, 2022 | no | Providence, UT|OVERLAND PARK, KS | Previous registration |
| CORE CAPITAL WEALTH MANAGEMENT, LLC | Former SEC adviser | Mar 2, 2020 | Sep 15, 2020 | no | PROVIDENCE, UT | Previous registration |
| ADAMS WEALTH ADVISORS | Independent wealth | Oct 10, 2017 | Jan 19, 2020 | no | LOGAN, UT | Previous registration |
| ALLEGIS INVESTMENT ADVISORS, LLC | Former SEC adviser | Jul 2, 2015 | Oct 2, 2017 | no | LOGAN, UT|IDAHO FALLS, ID | Previous registration |
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | Aug 29, 2014 | Jun 29, 2015 | no | LOGAN, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CORE CAPITAL WEALTH MANAGEMENT, LLC | ANDINA ADVISORS | Jun 2, 2022 | Apr 11, 2022 | -52 | Firm change after gap | RIA to RIA |
| Onedigital | CORE CAPITAL WEALTH MANAGEMENT, LLC | Apr 8, 2022 | Sep 21, 2020 | -564 | Firm change after gap | Other |
| CORE CAPITAL WEALTH MANAGEMENT, LLC | Onedigital | Sep 15, 2020 | Sep 16, 2020 | 1 | Firm change | Other |
| ADAMS WEALTH ADVISORS | CORE CAPITAL WEALTH MANAGEMENT, LLC | Jan 19, 2020 | Mar 2, 2020 | 43 | Firm change | RIA to new firm |
| ALLEGIS INVESTMENT ADVISORS, LLC | ADAMS WEALTH ADVISORS | Oct 2, 2017 | Oct 10, 2017 | 8 | Firm change | Other |
| STRATOS WEALTH PARTNERS, LTD | ALLEGIS INVESTMENT ADVISORS, LLC | Jun 29, 2015 | Jul 2, 2015 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 307220:151762:UT:2022-06-02 | Jun 2, 2022 | Apr 11, 2022 | PROVIDENCE, UT | Firm change after gap |
| 307220:106766:UT:2020-09-15 | Sep 15, 2020 | Sep 16, 2020 | PROVIDENCE, UT | Firm change |
| 286087:307220:UT:2020-01-19 | Jan 19, 2020 | Mar 2, 2020 | LOGAN, UT | Firm change |
| 157314:286087:ID:2017-10-02 | Oct 2, 2017 | Oct 10, 2017 | IDAHO FALLS, ID | Firm change |
| 153184:157314:UT:2015-06-29 | Jun 29, 2015 | Jul 2, 2015 | LOGAN, UT | Firm change |