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Advisor at EVERSOURCE WEALTH ADVISORS, LLC
Knoxville, TN
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 | Sep 10, 2021 | n/a | yes | Knoxville, TN | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 4, 2008 | Sep 21, 2021 | no | KNOXVILLE, TN | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Feb 24, 1997 | Jan 7, 2008 | no | KNOXVILLE, TN|KNOXVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | EVERSOURCE WEALTH ADVISORS, LLC | Sep 21, 2021 | Sep 10, 2021 | -11 | Firm change | Wirehouse to RIA |
| MORGAN KEEGAN & COMPANY, LLC | UBS FINANCIAL SERVICES INC. | Jan 7, 2008 | Jan 4, 2008 | -3 | Firm change | Other |