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Advisor at FORESEE WEALTH ADVISORS
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 |
|---|---|---|---|---|---|---|
| FORESEE WEALTH ADVISORS | Independent wealth | Feb 28, 2025 | n/a | yes | BELLEVUE, WA | Current employment |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | Former SEC adviser | Sep 16, 2010 | Apr 2, 2025 | no | BELLEVUE, WA|OLYMPIA, WA|Bellevue, WA | Previous registration |
| FINANCIAL ADVOCATES ADVISORY SERVICES | Former SEC adviser | Jul 30, 2010 | Mar 31, 2011 | no | OLYMPIA, WA | Previous registration |
| SAGEPOINT FINANCIAL, INC. | Former SEC adviser | Mar 8, 2007 | Feb 19, 2009 | no | PHOENIX, AZ|BELLEVUE, WA | Previous registration |
| SNIDER FINANCIAL GROUP | Independent wealth | Sep 1, 2004 | Jul 27, 2010 | no | BELLEVUE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | FORESEE WEALTH ADVISORS | Apr 2, 2025 | Feb 28, 2025 | -33 | Firm change after gap | RIA to new firm |
| FINANCIAL ADVOCATES ADVISORY SERVICES | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | Mar 31, 2011 | Sep 16, 2010 | -196 | Firm change after gap | Other |
| SNIDER FINANCIAL GROUP | SAGEPOINT FINANCIAL, INC. | Jul 27, 2010 | Mar 8, 2007 | -1,237 | Firm change after gap | Other |
| SAGEPOINT FINANCIAL, INC. | FINANCIAL ADVOCATES ADVISORY SERVICES | Feb 19, 2009 | Jul 30, 2010 | 526 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 151298:333296:WA:2025-04-02 | Apr 2, 2025 | Feb 28, 2025 | BELLEVUE, WA | Firm change after gap |