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Advisor at VERIFY WEALTH
MIDDLETON, ID | Middleton, ID
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 |
|---|---|---|---|---|---|---|
| VERIFY WEALTH | State registered | Aug 13, 2026 | n/a | yes | Middleton, ID|MIDDLETON, ID | Current employment |
| GANNETT WEALTH ADVISORS | Independent wealth | Oct 10, 2023 | Aug 13, 2026 | no | MIDDLETON, ID|Nashville, TN | Previous registration |
| EAGLE ISLAND FINANCIAL | n/a | Apr 12, 2022 | Apr 24, 2024 | no | EAGLE, ID | Previous registration |
| ALLIANCE ADVISORY & SECURITIES, LLC | Independent wealth | Jan 26, 2022 | Feb 4, 2022 | no | WESTLAKE VILLAGE, CA | Previous registration |
| STATHEROS FINANCIAL SOLUTIONS, INC. | Independent wealth | Jan 22, 2020 | Dec 21, 2021 | no | EL DORADO HILLS, CA | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Sep 2, 2015 | Feb 26, 2016 | no | Roseville, CA | Previous registration |
| EDWARD JONES | National bd RIA | Aug 29, 2013 | May 2, 2014 | no | TEMPE, AZ|FOLSOM, CA|TEMPE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GANNETT WEALTH ADVISORS | VERIFY WEALTH | Aug 13, 2026 | Aug 13, 2026 | 0 | Firm change | RIA to state RIA |
| EAGLE ISLAND FINANCIAL | GANNETT WEALTH ADVISORS | Apr 24, 2024 | Oct 10, 2023 | -197 | Firm change after gap | Other |
| ALLIANCE ADVISORY & SECURITIES, LLC | EAGLE ISLAND FINANCIAL | Feb 4, 2022 | Apr 12, 2022 | 67 | Firm change | Other |
| STATHEROS FINANCIAL SOLUTIONS, INC. | ALLIANCE ADVISORY & SECURITIES, LLC | Dec 21, 2021 | Jan 26, 2022 | 36 | Firm change | RIA to RIA |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | STATHEROS FINANCIAL SOLUTIONS, INC. | Feb 26, 2016 | Jan 22, 2020 | 1,426 | Firm change after gap | Other |
| EDWARD JONES | NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | May 2, 2014 | Sep 2, 2015 | 488 | Firm change after gap | Other |