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Advisor at PRIMERICA ADVISORS
WEST PALM BEACH, FL | BEACHWOOD, OH
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 |
|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS | National bd RIA | Feb 25, 2026 | n/a | yes | BEACHWOOD, OH|WEST PALM BEACH, FL | Current employment |
| PRIMERICA ADVISORS | National bd RIA | Jul 25, 2025 | Dec 31, 2025 | no | BEACHWOOD, OH|WEST PALM BEACH, FL | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Feb 14, 2022 | Mar 4, 2025 | no | WEST PALM BEACH, FL | Previous registration |
| PRIMERICA ADVISORS | National bd RIA | Oct 27, 2017 | Dec 31, 2021 | no | BEACHWOOD, OH|WEST PALM BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | PRIMERICA ADVISORS | Mar 4, 2025 | Jul 25, 2025 | 143 | Firm change | Ibd to ibd |
| PRIMERICA ADVISORS | CETERA INVESTMENT ADVISERS LLC | Dec 31, 2021 | Feb 14, 2022 | 45 | Firm change | Ibd to ibd |