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Advisor at EVERSOURCE WEALTH ADVISORS, LLC
BIRMINGHAM, AL | San Jose, CA
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 |
|---|---|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS, LLC | Independent wealth | Aug 25, 2025 | n/a | yes | San Jose, CA|BIRMINGHAM, AL | Current employment |
| ASHBY FINANCIAL SERVICES | n/a | Mar 25, 2011 | Dec 31, 2012 | no | SAN JOSE, CA | Previous registration |
| HIGHWAY FINANCIAL NETWORKS | Former SEC adviser | Dec 23, 2010 | Sep 4, 2025 | no | SAN JOSE, CA|REDDING, CA|SAN JOSE, CA|REDDING, CA | Previous registration |
| RNP ADVISORY SERVICES, INC. | Former SEC adviser | Sep 1, 2004 | Dec 31, 2005 | no | SAN JOSE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HIGHWAY FINANCIAL NETWORKS | ASHBY FINANCIAL SERVICES | Sep 4, 2025 | Mar 25, 2011 | -5,277 | Firm change after gap | Other |
| ASHBY FINANCIAL SERVICES | EVERSOURCE WEALTH ADVISORS, LLC | Dec 31, 2012 | Aug 25, 2025 | 4,620 | Firm change after gap | Other |
| RNP ADVISORY SERVICES, INC. | HIGHWAY FINANCIAL NETWORKS | Dec 31, 2005 | Dec 23, 2010 | 1,818 | Firm change after gap | Other |