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Advisor at MSH CAPITAL ADVISORS LLC
BILLINGS, MT | SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|
| MSH CAPITAL ADVISORS LLC | Independent wealth | Jun 21, 2017 | n/a | yes | BILLINGS, MT|SCOTTSDALE, AZ | Current employment |
| PROSPERA FINANCIAL SERVICES, INC. | Bd affiliated wealth | Mar 8, 2007 | Jun 20, 2017 | no | BILLINGS, MT|BILLINGS, MT|DALLAS, TX | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 30, 2002 | Nov 1, 2006 | no | BILLINGS, MT | Previous registration |
| DAVIDSON INVESTMENT ADVISORS, INC. | Independent wealth | Jun 27, 2002 | Sep 30, 2002 | no | GREAT FALLS, MT | Previous registration |
| D.A. DAVIDSON & CO. | Independent wealth | Feb 14, 2000 | Sep 30, 2002 | no | BILLINGS, MT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES, INC. | MSH CAPITAL ADVISORS LLC | Jun 20, 2017 | Jun 21, 2017 | 1 | Firm change | Other |
| WELLS FARGO ADVISORS | PROSPERA FINANCIAL SERVICES, INC. | Nov 1, 2006 | Mar 8, 2007 | 127 | Firm change | Other |
| DAVIDSON INVESTMENT ADVISORS, INC. | WELLS FARGO ADVISORS | Sep 30, 2002 | Sep 30, 2002 | 0 | Firm change | Other |
| D.A. DAVIDSON & CO. | DAVIDSON INVESTMENT ADVISORS, INC. | Sep 30, 2002 | Jun 27, 2002 | -95 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 10740:157835:TX:2017-06-20 | Jun 20, 2017 | Jun 21, 2017 | DALLAS, TX | Firm change |