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Advisor at COMMONWEALTH FINANCIAL NETWORK
RHINEBECK, NY | NEW YORK, NY | Bellevue, WA
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 | Jan 23, 2025 | n/a | yes | Bellevue, WA|RHINEBECK, NY|NEW YORK, NY | Current employment |
| BRIDGEWATER ADVISORS INC. | Independent wealth | Apr 5, 2023 | Jan 3, 2025 | no | NEW YORK, NY | Previous registration |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Sep 27, 2018 | Mar 17, 2023 | no | New York, NY|AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRIDGEWATER ADVISORS INC. | COMMONWEALTH FINANCIAL NETWORK | Jan 3, 2025 | Jan 23, 2025 | 20 | Firm change | RIA to ibd |
| KESTRA ADVISORY SERVICES, LLC | BRIDGEWATER ADVISORS INC. | Mar 17, 2023 | Apr 5, 2023 | 19 | Firm change | Ibd to RIA |