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Advisor at WEALTH MANAGEMENT PARTNERS, LLC
TUCSON, AZ
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 |
|---|---|---|---|---|---|---|
| WEALTH MANAGEMENT PARTNERS, LLC | Independent wealth | Nov 17, 2020 | n/a | yes | TUCSON, AZ | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Aug 26, 2009 | Oct 19, 2020 | no | TUCSON, AZ|TUCSON, AZ | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 8, 2005 | Aug 19, 2009 | no | ORO VALLEY, AZ|ORO VALLEY, AZ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 8, 2003 | Aug 30, 2005 | no | TUCSON, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | WEALTH MANAGEMENT PARTNERS, LLC | Oct 19, 2020 | Nov 17, 2020 | 29 | Firm change | Ibd to new firm |
| WELLS FARGO ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Aug 19, 2009 | Aug 26, 2009 | 7 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Aug 30, 2005 | Sep 8, 2005 | 9 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:309790:AZ:2020-10-19 | Oct 19, 2020 | Nov 17, 2020 | TUCSON, AZ | Firm change |