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Advisor at AKKADIAN WEALTH LLC
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 |
|---|---|---|---|---|---|---|
| AKKADIAN WEALTH LLC | State registered | Feb 8, 2023 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Dec 4, 2019 | Dec 2, 2022 | no | SCOTTSDALE, AZ|GLENDALE, AZ|PHOENIX, AZ|PHOENIX, AZ | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Nov 7, 2018 | Nov 27, 2019 | no | PHOENIX, AZ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 6, 2017 | Nov 3, 2018 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | AKKADIAN WEALTH LLC | Dec 2, 2022 | Feb 8, 2023 | 68 | Firm change | Wirehouse to state RIA |
| VALIC FINANCIAL ADVISORS, INC. | J.P. MORGAN SECURITIES LLC | Nov 27, 2019 | Dec 4, 2019 | 7 | Firm change | Ibd to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | VALIC FINANCIAL ADVISORS, INC. | Nov 3, 2018 | Nov 7, 2018 | 4 | Firm change | Wirehouse to ibd |