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Advisor at COMMONWEALTH FINANCIAL NETWORK
Virginia Beach, VA | Norfolk, VA
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 |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Aug 25, 2017 | n/a | yes | Virginia Beach, VA|Norfolk, VA|Norfolk, VA | Current employment |
| WFG ADVISORS, LP | Former SEC adviser | Apr 1, 2016 | Aug 29, 2017 | no | NORFOLK, VA | Previous registration |
| LATITUDE ADVISORS, LLC | Independent wealth | Jan 4, 2010 | Apr 25, 2016 | no | YORKVILLE, IL|NORFOLK, VA | Previous registration |
| MEDALLION ADVISORY SERVICES, LLC | n/a | Jul 31, 2008 | Dec 31, 2009 | no | NORFOLK, VA | Previous registration |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Feb 24, 2003 | Jul 31, 2008 | no | NORFOLK, VA|NORFOLK, VA|NORFOLK, VA | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Sep 13, 2001 | Mar 3, 2003 | no | GLEN BURNIE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WFG ADVISORS, LP | COMMONWEALTH FINANCIAL NETWORK | Aug 29, 2017 | Aug 25, 2017 | -4 | Firm change | Other |
| LATITUDE ADVISORS, LLC | WFG ADVISORS, LP | Apr 25, 2016 | Apr 1, 2016 | -24 | Firm change | Other |
| MEDALLION ADVISORY SERVICES, LLC | LATITUDE ADVISORS, LLC | Dec 31, 2009 | Jan 4, 2010 | 4 | Firm change | Other |
| NEXT FINANCIAL GROUP, INC. | MEDALLION ADVISORY SERVICES, LLC | Jul 31, 2008 | Jul 31, 2008 | 0 | Firm change | Other |
| VALIC FINANCIAL ADVISORS, INC. | NEXT FINANCIAL GROUP, INC. | Mar 3, 2003 | Feb 24, 2003 | -7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125073:8032:VA:2017-08-21 | Aug 29, 2017 | Aug 25, 2017 | NORFOLK, VA | Firm change |