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Advisor at DIVERSIFIED INVESTMENT SERVICES LLC
DURHAM, NC
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 |
|---|---|---|---|---|---|---|
| DIVERSIFIED INVESTMENT SERVICES LLC | State registered | Jul 31, 2017 | n/a | yes | DURHAM, NC | Current employment |
| BLACKRIDGE ASSET MANAGEMENT, LLC | Independent wealth | May 16, 2017 | May 19, 2017 | no | HILLSBOROUGH, NC|JUPITER, FL | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jan 15, 2014 | Apr 26, 2017 | no | DURHAM, NC|WALTHAM, MA | Previous registration |
| SUMMIT FINANCIAL GROUP INC | Former SEC adviser | Sep 22, 2009 | Feb 12, 2014 | no | DURHAM, NC | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 21, 2006 | Oct 5, 2009 | no | DURHAM, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLACKRIDGE ASSET MANAGEMENT, LLC | DIVERSIFIED INVESTMENT SERVICES LLC | May 19, 2017 | Jul 31, 2017 | 73 | Firm change | Other |
| COMMONWEALTH FINANCIAL NETWORK | BLACKRIDGE ASSET MANAGEMENT, LLC | Apr 26, 2017 | May 16, 2017 | 20 | Firm change | Other |
| SUMMIT FINANCIAL GROUP INC | COMMONWEALTH FINANCIAL NETWORK | Feb 12, 2014 | Jan 15, 2014 | -28 | Firm change | Other |
| LPL FINANCIAL LLC | SUMMIT FINANCIAL GROUP INC | Oct 5, 2009 | Sep 22, 2009 | -13 | Firm change | Other |