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Advisor at INSPIRE ADVISORS, LLC
Troutman, NC | MERIDIAN, ID
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 |
|---|---|---|---|---|---|---|
| INSPIRE ADVISORS, LLC | Independent wealth | Jan 2, 2026 | n/a | yes | Troutman, NC|MERIDIAN, ID | Current employment |
| CWM, LLC | Bd affiliated wealth | Jun 4, 2025 | Dec 31, 2025 | no | OMAHA, NE|Troutman, NC | Previous registration |
| EDWARD JONES | National bd RIA | Jan 8, 2008 | Sep 29, 2009 | no | CORNELIUS, NC|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CWM, LLC | INSPIRE ADVISORS, LLC | Dec 31, 2025 | Jan 2, 2026 | 2 | Firm change | Ibd to RIA |
| EDWARD JONES | CWM, LLC | Sep 29, 2009 | Jun 4, 2025 | 5,727 | Firm change after gap | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 155344:300279:NC:2025-12-31 | Dec 31, 2025 | Jan 2, 2026 | TROUTMAN, NC | Firm change |