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Advisor at PRIMERICA ADVISORS
CINCINNATI, OH
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 |
|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS | National bd RIA | Feb 20, 2014 | n/a | yes | CINCINNATI, OH | Current employment |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Sep 29, 2010 | Nov 29, 2012 | no | COLUMBUS, OH | Previous registration |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Mar 23, 2010 | Aug 10, 2010 | no | COLUMBUS, OH | Previous registration |
| WADDELL & REED | Former SEC adviser | Jul 14, 2009 | Jan 22, 2010 | no | CHARLOTTE, NC | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 24, 2008 | Jun 30, 2009 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | PRIMERICA ADVISORS | Nov 29, 2012 | Feb 20, 2014 | 448 | Firm change after gap | Other |
| HUNTINGTON FINANCIAL ADVISORS | VALIC FINANCIAL ADVISORS, INC. | Aug 10, 2010 | Sep 29, 2010 | 50 | Firm change | Other |
| WADDELL & REED | HUNTINGTON FINANCIAL ADVISORS | Jan 22, 2010 | Mar 23, 2010 | 60 | Firm change | Other |
| LPL FINANCIAL LLC | WADDELL & REED | Jun 30, 2009 | Jul 14, 2009 | 14 | Firm change | Other |