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Advisor at PRIMERICA ADVISORS
WATKINSVILLE, GA
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 |
|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS | National bd RIA | Jul 21, 2026 | n/a | yes | WATKINSVILLE, GA | Current employment |
| FISHER INVESTMENTS | Independent wealth | Sep 16, 2025 | Apr 23, 2026 | no | Alpharetta, GA|PLANO, TX | Previous registration |
| PRIMERICA ADVISORS | National bd RIA | Oct 19, 2022 | Sep 11, 2025 | no | WATKINSVILLE, GA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Dec 6, 2021 | Jul 3, 2022 | no | Troy, MI|Atlanta, GA | Previous registration |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Bd affiliated wealth | Sep 23, 2020 | Oct 25, 2021 | no | ORLANDO, FL|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | PRIMERICA ADVISORS | Apr 23, 2026 | Jul 21, 2026 | 89 | Firm change | RIA to ibd |
| PRIMERICA ADVISORS | FISHER INVESTMENTS | Sep 11, 2025 | Sep 16, 2025 | 5 | Firm change | Ibd to RIA |
| CHARLES SCHWAB & CO., INC. | PRIMERICA ADVISORS | Jul 3, 2022 | Oct 19, 2022 | 108 | Firm change | Ibd to ibd |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | CHARLES SCHWAB & CO., INC. | Oct 25, 2021 | Dec 6, 2021 | 42 | Firm change | Ibd to ibd |