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Advisor at SENTINEL WEALTH STRATEGIES
IDAHO FALLS, ID
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 |
|---|---|---|---|---|---|---|
| SENTINEL WEALTH STRATEGIES | State registered | Feb 17, 2017 | n/a | yes | IDAHO FALLS, ID | Current employment |
| SOWELL MANAGEMENT | Independent wealth | Mar 17, 2016 | Aug 9, 2017 | no | Idaho Falls, ID|NORTH LITTLE ROCK, AR | Previous registration |
| SOWELL MANAGEMENT | Independent wealth | Jun 24, 2014 | Dec 31, 2015 | no | IDAHO FALLS, ID|NORTH LITTLE ROCK, AR | Previous registration |
| INTERMOUNTAIN WEALTH MANAGEMENT, INC. | Former SEC adviser | Apr 8, 2009 | Jun 13, 2014 | no | IDAHO FALLS, ID | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jul 29, 2004 | Apr 14, 2009 | no | IDAHO FALLS, ID|MIDVALE, UT|MIDVALE, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SOWELL MANAGEMENT | SENTINEL WEALTH STRATEGIES | Aug 9, 2017 | Feb 17, 2017 | -173 | Firm change after gap | Other |
| INTERMOUNTAIN WEALTH MANAGEMENT, INC. | SOWELL MANAGEMENT | Jun 13, 2014 | Jun 24, 2014 | 11 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | INTERMOUNTAIN WEALTH MANAGEMENT, INC. | Apr 14, 2009 | Apr 8, 2009 | -6 | Firm change | Other |