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Advisor at PINKERTON WEALTH PARTNERS
COEUR D'ALENE, 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 |
|---|---|---|---|---|---|---|
| SHERMAN PORTFOLIOS | Independent wealth | Oct 25, 2022 | n/a | yes | COEUR D'ALENE, ID | Current employment |
| PINKERTON WEALTH PARTNERS | Independent wealth | Jun 22, 2010 | n/a | yes | COEUR D'ALENE, ID | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 11, 2003 | Oct 7, 2010 | no | COEUR D' ALENE, ID|COEUR D'ALENE, ID | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | PINKERTON WEALTH PARTNERS | Oct 7, 2010 | Jun 22, 2010 | -107 | Firm change after gap | Other |