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Advisor at TRADITION WEALTH MANAGEMENT LLC
EDINA, MN
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 |
|---|---|---|---|---|---|---|
| TRADITION WEALTH MANAGEMENT LLC | Independent wealth | Jul 17, 2019 | n/a | yes | EDINA, MN | Current employment |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | May 1, 2014 | Jul 18, 2019 | no | EDINA, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | TRADITION WEALTH MANAGEMENT LLC | Jul 18, 2019 | Jul 17, 2019 | -1 | Firm change | Ibd to RIA |