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Advisor at PINE GROVE FINANCIAL GROUP
WOODBURY, 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 |
|---|---|---|---|---|---|---|
| PINE GROVE FINANCIAL GROUP | Independent wealth | Jun 5, 2020 | n/a | yes | WOODBURY, MN | Current employment |
| ADVISORNET WEALTH PARTNERS | Independent wealth | Sep 12, 2018 | Jul 24, 2020 | no | WOODBURY, MN|MINNETONKA, MN | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 29, 2017 | Oct 10, 2018 | no | Waseca, MN|New Prague, MN|Farmington, MN | Previous registration |
| INVESTMENT CENTERS OF AMERICA, INC. | Former SEC adviser | Feb 13, 2017 | Nov 29, 2017 | no | Farmington, MN|New Prague, MN|Waseca, MN | Previous registration |
| EDWARD JONES | National bd RIA | Oct 20, 2014 | Jan 26, 2017 | no | INVER GROVE HEIGHTS, MN|ST LOUIS, MO|INVER GROVE HEIGHTS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISORNET WEALTH PARTNERS | PINE GROVE FINANCIAL GROUP | Jul 24, 2020 | Jun 5, 2020 | -49 | Firm change after gap | RIA to new firm |
| LPL FINANCIAL LLC | ADVISORNET WEALTH PARTNERS | Oct 10, 2018 | Sep 12, 2018 | -28 | Firm change | RIA to RIA |
| INVESTMENT CENTERS OF AMERICA, INC. | LPL FINANCIAL LLC | Nov 29, 2017 | Nov 29, 2017 | 0 | Bulk transfer | Other |
| EDWARD JONES | INVESTMENT CENTERS OF AMERICA, INC. | Jan 26, 2017 | Feb 13, 2017 | 18 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 113074:308193:MN:2020-07-24 | Jul 24, 2020 | Jun 5, 2020 | MINNETONKA, MN | Firm change after gap |