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Advisor at NILSINE PARTNERS, LLC
GREENWOOD VILLAGE, CO | COTTONWOOD HEIGHTS, UT
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 |
|---|---|---|---|---|---|---|
| NILSINE PARTNERS, LLC | Independent wealth | Apr 17, 2023 | n/a | yes | GREENWOOD VILLAGE, CO|COTTONWOOD HEIGHTS, UT | Current employment |
| ALBION FINANCIAL GROUP | Independent wealth | Oct 3, 2006 | Jan 29, 2024 | no | SALT LAKE CITY, UT | Previous registration |
| ONEAMERICA SECURITIES, INC. | Bd affiliated wealth | Apr 19, 2005 | Jul 10, 2006 | no | MURRAY, UT|MIDVALE, UT | Previous registration |
| CREW WEALTH MANAGEMENT | State registered | Jan 6, 2005 | Apr 26, 2005 | no | SAN LUIS OBISPO, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 21, 2004 | Nov 8, 2004 | no | SAN LUIS OBISPO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALBION FINANCIAL GROUP | NILSINE PARTNERS, LLC | Jan 29, 2024 | Apr 17, 2023 | -287 | Firm change after gap | RIA to RIA |
| ONEAMERICA SECURITIES, INC. | ALBION FINANCIAL GROUP | Jul 10, 2006 | Oct 3, 2006 | 85 | Firm change | Other |
| CREW WEALTH MANAGEMENT | ONEAMERICA SECURITIES, INC. | Apr 26, 2005 | Apr 19, 2005 | -7 | Firm change | Other |
| LPL FINANCIAL LLC | CREW WEALTH MANAGEMENT | Nov 8, 2004 | Jan 6, 2005 | 59 | Firm change | Other |