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Advisor at TRUMIX ADVISORS
BLOOMINGTON, MN
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 |
|---|---|---|---|---|---|---|
| TRUMIX ADVISORS | Independent wealth | Oct 9, 2024 | n/a | yes | BLOOMINGTON, MN | Current employment |
| CAHILL FINANCIAL ADVISORS, INC. | Independent wealth | Mar 17, 2017 | Oct 3, 2024 | no | EDINA, MN | Previous registration |
| GEN FINANCIAL MANAGEMENT INC. | Independent wealth | Mar 10, 2016 | Feb 15, 2018 | no | PLYMOUTH, MN | Previous registration |
| AFFIANCE FINANCIAL LLC | Independent wealth | Jan 22, 2014 | Jun 27, 2014 | no | ST. LOUIS PARK, MN | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Jan 8, 2014 | Aug 15, 2014 | no | ST LOUIS PARK, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAHILL FINANCIAL ADVISORS, INC. | TRUMIX ADVISORS | Oct 3, 2024 | Oct 9, 2024 | 6 | Firm change | RIA to RIA |
| GEN FINANCIAL MANAGEMENT INC. | CAHILL FINANCIAL ADVISORS, INC. | Feb 15, 2018 | Mar 17, 2017 | -335 | Firm change after gap | Other |
| CETERA ADVISOR NETWORKS LLC | AFFIANCE FINANCIAL LLC | Aug 15, 2014 | Jan 22, 2014 | -205 | Firm change after gap | Other |
| AFFIANCE FINANCIAL LLC | GEN FINANCIAL MANAGEMENT INC. | Jun 27, 2014 | Mar 10, 2016 | 622 | Firm change after gap | Other |