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Advisor at WAYSTONE ADVISORS LLC
REDMOND, WA
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 |
|---|---|---|---|---|---|---|
| WAYSTONE ADVISORS LLC | Independent wealth | Apr 27, 2026 | n/a | yes | REDMOND, WA | Current employment |
| FORTHRIGHT CAPITAL | Independent wealth | Aug 17, 2023 | Jan 2, 2026 | no | LAS VEGAS, NV|Brielle, NJ|Miami, FL | Previous registration |
| GRADIENT ADVISORS, LLC | Independent wealth | Sep 30, 2021 | Jan 26, 2022 | no | Miami, FL|ARDEN HILLS, MN | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Aug 20, 2018 | Feb 18, 2020 | no | WALL TOWNSHIP, NJ|PRINCETON, NJ | Previous registration |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Jan 29, 2018 | Jul 9, 2018 | no | Toms River, NJ|CINCINNATI, OH | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Aug 8, 2014 | Feb 17, 2016 | no | EAST BRUNSWICK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORTHRIGHT CAPITAL | WAYSTONE ADVISORS LLC | Jan 2, 2026 | Apr 27, 2026 | 115 | Firm change | RIA to RIA |
| GRADIENT ADVISORS, LLC | FORTHRIGHT CAPITAL | Jan 26, 2022 | Aug 17, 2023 | 568 | Firm change after gap | RIA to RIA |
| MML INVESTORS SERVICES, LLC | GRADIENT ADVISORS, LLC | Feb 18, 2020 | Sep 30, 2021 | 590 | Firm change after gap | Ibd to RIA |
| HORTER INVESTMENT MANAGEMENT, LLC | MML INVESTORS SERVICES, LLC | Jul 9, 2018 | Aug 20, 2018 | 42 | Firm change | RIA to ibd |
| PRUCO SECURITIES, LLC | HORTER INVESTMENT MANAGEMENT, LLC | Feb 17, 2016 | Jan 29, 2018 | 712 | Firm change after gap | Other |