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Advisor at HORACE MANN INVESTORS, INC.
Medford, OR | CHERRY HILL, NJ | SPRINGFIELD, IL
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 |
|---|---|---|---|---|---|---|
| BCG SECURITIES, INC. | Independent wealth | Feb 6, 2026 | n/a | yes | Medford, OR|CHERRY HILL, NJ | Current employment |
| HORACE MANN INVESTORS, INC. | No RAUM reported | Feb 5, 2026 | n/a | yes | SPRINGFIELD, IL|Medford, OR | Current employment |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | Bd affiliated wealth | Jun 13, 2024 | Jul 10, 2025 | no | MEDFORD, OR|STAMFORD, CT | Previous registration |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | Former SEC adviser | Dec 22, 2009 | Jul 10, 2024 | no | PORTLAND, OR|MEDFORD, OR|PORTLAND, OR|MEDFORD, OR|MEDFORD, OR|PORTLAND, OR|MEDFORD, OR|PORTLAND, OR|MEDFORD, OR | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Jun 9, 2006 | Mar 6, 2007 | no | ASHLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | HORACE MANN INVESTORS, INC. | Jul 10, 2025 | Feb 5, 2026 | 210 | Firm change | Other |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | Jul 10, 2024 | Jun 13, 2024 | -27 | Firm change | RIA to ibd |
| WELLS FARGO INVESTMENTS, LLC | STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | Mar 6, 2007 | Dec 22, 2009 | 1,022 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 1254:283004:OR:2024-07-10 | Jul 10, 2024 | Jun 13, 2024 | PORTLAND, OR | Firm change |