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Advisor at EVERSOURCE WEALTH ADVISORS, LLC
BIRMINGHAM, AL | Monrovia, MD
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 |
|---|---|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS, LLC | Independent wealth | May 16, 2025 | n/a | yes | Monrovia, MD|BIRMINGHAM, AL | Current employment |
| TURNING POINT FINANCIAL | Independent wealth | Sep 19, 2022 | May 16, 2025 | no | FREDERICK, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TURNING POINT FINANCIAL | EVERSOURCE WEALTH ADVISORS, LLC | May 16, 2025 | May 16, 2025 | 0 | Firm change | RIA to RIA |