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Advisor at FLAGSHIP WEALTH MANAGEMENT GROUP, LLC
CARY, 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 |
|---|---|---|---|---|---|---|
| FLAGSHIP WEALTH MANAGEMENT GROUP, LLC | State registered | Oct 17, 2024 | n/a | yes | CARY, NC | Current employment |
| THE PINNACLE FINANCIAL GROUP | Independent wealth | Nov 9, 2021 | Oct 16, 2024 | no | Cary, NC | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 11, 2010 | Jan 14, 2022 | no | DURHAM, NC|CARY, NC|COLUMBIA, MD|SAN DIEGO, CA|Research Triangle Park, NC | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Aug 24, 2004 | Feb 24, 2010 | no | COLUMBIA, MD|OWINGS MILLS, MD|OWINGS MILLS, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE PINNACLE FINANCIAL GROUP | FLAGSHIP WEALTH MANAGEMENT GROUP, LLC | Oct 16, 2024 | Oct 17, 2024 | 1 | Firm change | RIA to state RIA |
| LPL FINANCIAL LLC | THE PINNACLE FINANCIAL GROUP | Jan 14, 2022 | Nov 9, 2021 | -66 | Firm change after gap | Ibd to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | LPL FINANCIAL LLC | Feb 24, 2010 | Feb 11, 2010 | -13 | Firm change | Other |