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Advisor at FRUITFUL
Bartlett, TN | NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| Fruitful | Independent wealth | Jun 3, 2026 | n/a | yes | NEW YORK, NY|Bartlett, TN | Current employment |
| Fruitful | Independent wealth | Jun 3, 2026 | n/a | yes | Bartlett, TN|NEW YORK, NY | Current employment |
| ENVISION FINANCIAL PLANNING, LLC | Independent wealth | Jul 31, 2024 | n/a | yes | MEMPHIS, TN | Current employment |
| ENVISION FINANCIAL PLANNING, LLC | Independent wealth | Jul 31, 2024 | Sep 17, 2026 | no | MEMPHIS, TN | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Oct 4, 2023 | Jul 19, 2024 | no | Memphis, TN|Bartlett, TN | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Aug 10, 2023 | Sep 27, 2023 | no | GERMANTOWN, TN | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Oct 13, 2020 | Aug 10, 2023 | no | GERMANTOWN, TN|ST. PAUL, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ENVISION FINANCIAL PLANNING, LLC | Fruitful | Sep 17, 2026 | Jun 3, 2026 | -106 | Firm change after gap | RIA to RIA |
| MML INVESTORS SERVICES, LLC | ENVISION FINANCIAL PLANNING, LLC | Jul 19, 2024 | Jul 31, 2024 | 12 | Firm change | Ibd to RIA |
| CETERA INVESTMENT ADVISERS LLC | MML INVESTORS SERVICES, LLC | Sep 27, 2023 | Oct 4, 2023 | 7 | Firm change | Ibd to ibd |
| SECURIAN FINANCIAL SERVICES, INC. | CETERA INVESTMENT ADVISERS LLC | Aug 10, 2023 | Aug 10, 2023 | 0 | Bulk transfer | RIA to ibd |