DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EVERSOURCE WEALTH ADVISORS, LLC
McKinney, TX | BIRMINGHAM, AL
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 |
|---|---|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS, LLC | Independent wealth | Nov 13, 2025 | n/a | yes | McKinney, TX|BIRMINGHAM, AL | Current employment |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | Former SEC adviser | May 10, 2023 | Nov 14, 2025 | no | FRISCO, TX|FLINT, MI | Previous registration |
| CFG ADVISORS LLC | n/a | Nov 18, 2021 | Jul 3, 2023 | no | FRISCO, TX | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Feb 6, 2020 | Feb 24, 2021 | no | TAMPA, FL|Frisco, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | EVERSOURCE WEALTH ADVISORS, LLC | Nov 14, 2025 | Nov 13, 2025 | -1 | Firm change | RIA to RIA |
| CFG ADVISORS LLC | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | Jul 3, 2023 | May 10, 2023 | -54 | Firm change after gap | Other |
| INDEPENDENT FINANCIAL PARTNERS | CFG ADVISORS LLC | Feb 24, 2021 | Nov 18, 2021 | 267 | Firm change | Other |