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Advisor at PRIMERICA ADVISORS
POWDER SPRINGS, GA | DULUTH, GA
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 | Jun 17, 2024 | n/a | yes | POWDER SPRINGS, GA|DULUTH, GA | Current employment |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Nov 8, 2006 | Jun 7, 2024 | no | Atlanta, GA|Marietta, GA|Milwaukee, WI|Powder Spgs, GA|Stamford, CT | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jan 6, 2005 | Oct 16, 2006 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Jan 23, 2003 | Jan 3, 2005 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | PRIMERICA ADVISORS | Jun 7, 2024 | Jun 17, 2024 | 10 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | Oct 16, 2006 | Nov 8, 2006 | 23 | Firm change | Other |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | CITIGROUP GLOBAL MARKETS INC. | Jan 3, 2005 | Jan 6, 2005 | 3 | Firm change | Other |