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Advisor at LIGHTHOUSE FINANCIAL, LLC
MARBLEHEAD, MA
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 |
|---|---|---|---|---|---|---|
| LIGHTHOUSE FINANCIAL, LLC | State registered | Sep 29, 2021 | n/a | yes | MARBLEHEAD, MA | Current employment |
| TQM WEALTH PARTNERS | Independent wealth | Aug 7, 2017 | Sep 14, 2021 | no | MARBLEHEAD, MA | Previous registration |
| EDWARD JONES | National bd RIA | Oct 7, 2013 | Jul 17, 2017 | no | MARBLEHEAD, MA|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TQM WEALTH PARTNERS | LIGHTHOUSE FINANCIAL, LLC | Sep 14, 2021 | Sep 29, 2021 | 15 | Firm change | RIA to state RIA |
| EDWARD JONES | TQM WEALTH PARTNERS | Jul 17, 2017 | Aug 7, 2017 | 21 | Firm change | Ibd to RIA |