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Advisor at TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CORSICANA, TX | PORTLAND, OR
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 |
|---|---|---|---|---|---|---|
| TRU INDEPENDENCE ASSET MANAGEMENT, LLC | Independent wealth | Mar 3, 2021 | n/a | yes | CORSICANA, TX|PORTLAND, OR | Current employment |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | Former SEC adviser | Nov 30, 2010 | Feb 21, 2020 | no | PORTLAND, OR | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Jan 14, 2005 | Apr 24, 2009 | no | PORTLAND, OR|PORTLAND, OR|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | TRU INDEPENDENCE ASSET MANAGEMENT, LLC | Feb 21, 2020 | Mar 3, 2021 | 376 | Firm change | RIA to RIA |
| WELLS FARGO INVESTMENTS, LLC | STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | Apr 24, 2009 | Nov 30, 2010 | 585 | Firm change after gap | Other |