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Advisor at ADAMS WEALTH ADVISORS
LOGAN, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ADAMS WEALTH ADVISORS | Independent wealth | Sep 12, 2017 | n/a | yes | LOGAN, UT | Current employment |
| ALLEGIS INVESTMENT ADVISORS, LLC | Former SEC adviser | Jun 26, 2015 | Oct 2, 2017 | no | LOGAN, UT|IDAHO FALLS, ID | Previous registration |
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | Jun 15, 2012 | Jun 29, 2015 | no | LOGAN, UT|LOGAN, UT | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jun 14, 2012 | no | SALT LAKE CITY, UT|LOGAN, UT|OGDEN, UT | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Nov 26, 2001 | Jun 1, 2009 | no | LOGAN, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALLEGIS INVESTMENT ADVISORS, LLC | ADAMS WEALTH ADVISORS | Oct 2, 2017 | Sep 12, 2017 | -20 | Firm change | Other |
| STRATOS WEALTH PARTNERS, LTD | ALLEGIS INVESTMENT ADVISORS, LLC | Jun 29, 2015 | Jun 26, 2015 | -3 | Firm change | Other |
| MORGAN STANLEY | STRATOS WEALTH PARTNERS, LTD | Jun 14, 2012 | Jun 15, 2012 | 1 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 157314:286087:ID:2017-10-02 | Oct 2, 2017 | Sep 12, 2017 | IDAHO FALLS, ID | Firm change |
| 153184:157314:UT:2015-06-29 | Jun 29, 2015 | Jun 26, 2015 | LOGAN, UT | Firm change |