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Advisor at SPARK WEALTH ADVISORS
JACKSONVILLE, FL
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 |
|---|---|---|---|---|---|---|
| SPARK WEALTH ADVISORS | State registered | Jan 24, 2023 | n/a | yes | JACKSONVILLE, FL | Current employment |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Aug 28, 2013 | Dec 16, 2014 | no | PONTE VERDRA BEACH, FL | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Jul 11, 2013 | Dec 16, 2014 | no | Jacksonville, FL | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Feb 13, 2013 | Feb 19, 2013 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | SPARK WEALTH ADVISORS | Dec 16, 2014 | Jan 24, 2023 | 2,961 | Firm change after gap | Other |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Dec 16, 2014 | Aug 28, 2013 | -475 | Channel change | Other |
| CUSO FINANCIAL SERVICES, L.P. | TD AMERITRADE, INC. | Feb 19, 2013 | Jul 11, 2013 | 142 | Firm change | Other |