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Advisor at RESOLUTE WEALTH STRATEGIES, LLC
Jackson, MS
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 |
|---|---|---|---|---|---|---|
| RESOLUTE WEALTH STRATEGIES, LLC | Independent wealth | Jul 26, 2022 | n/a | yes | Jackson, MS | Current employment |
| COKER & PALMER | Independent wealth | Sep 7, 2012 | Jul 28, 2022 | no | JACKSON, MS|JACKSON, MS|JACKSON, MS | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Sep 30, 2005 | Sep 17, 2012 | no | Jackson, MS|JACKSON, MS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COKER & PALMER | RESOLUTE WEALTH STRATEGIES, LLC | Jul 28, 2022 | Jul 26, 2022 | -2 | Firm change | RIA to new firm |
| UBS FINANCIAL SERVICES INC. | COKER & PALMER | Sep 17, 2012 | Sep 7, 2012 | -10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 29163:318599:MS:2022-07-28 | Jul 28, 2022 | Jul 26, 2022 | JACKSON, MS | Firm change |