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Advisor at ASSUREDPARTNERS INVESTMENT ADVISORS
Nashville, IL
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 |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS INVESTMENT ADVISORS | Mixed wealth | Aug 1, 2024 | n/a | yes | Nashville, IL | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 21, 2016 | Aug 28, 2024 | no | ROCKFORD, IL|Rockford, IL | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Jul 11, 2006 | Sep 22, 2016 | no | ROCKFORD, IL|Plymouth, MN|AUSTIN, TX|ROCKFORD, IL|NASHVILLE, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | ASSUREDPARTNERS INVESTMENT ADVISORS | Aug 28, 2024 | Aug 1, 2024 | -27 | Firm change | Ibd to RIA |
| NFP ADVISOR SERVICES, LLC | KESTRA ADVISORY SERVICES, LLC | Sep 22, 2016 | Apr 21, 2016 | -154 | Bulk transfer | Other |