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Advisor at INSPIRE ADVISORS, LLC
MERIDIAN, ID | Jacksonville, FL
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 |
|---|---|---|---|---|---|---|
| INSPIRE ADVISORS, LLC | Independent wealth | May 5, 2026 | n/a | yes | MERIDIAN, ID|Jacksonville, FL | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Feb 21, 2020 | Jun 5, 2024 | no | JACKSONVILLE, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 25, 2014 | Feb 26, 2018 | no | INDIANAPOLIS, IN | Previous registration |
| EDWARD JONES | National bd RIA | May 13, 2013 | Jan 9, 2014 | no | ST LOUIS, MO|LAFAYETTE, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | INSPIRE ADVISORS, LLC | Jun 5, 2024 | May 5, 2026 | 699 | Firm change after gap | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Feb 26, 2018 | Feb 21, 2020 | 725 | Firm change after gap | Wirehouse to ibd |
| EDWARD JONES | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jan 9, 2014 | Apr 25, 2014 | 106 | Firm change | Ibd to wirehouse |