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Advisor at ADVISORNET WEALTH PARTNERS
MINNETONKA, MN | Eugene, OR
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 |
|---|---|---|---|---|---|---|
| ADVISORNET WEALTH PARTNERS | Independent wealth | Sep 21, 2023 | n/a | yes | MINNETONKA, MN|Eugene, OR | Current employment |
| GO WEALTH MANAGEMENT | Independent wealth | Jun 27, 2020 | Aug 14, 2023 | no | EUGENE, OR|EUGENE, OR | Previous registration |
| ROEHL & YI INVESTMENT ADVISORS, LLC | Independent wealth | May 24, 2019 | Jun 29, 2020 | no | EUGENE, OR | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 29, 2017 | Nov 12, 2019 | no | HELENA, MT | Previous registration |
| INVESTMENT CENTERS OF AMERICA, INC. | Former SEC adviser | Mar 10, 2017 | Dec 6, 2017 | no | HELENA, MT|APPLETON, WI|APPLETON, WI | Previous registration |
| EDWARD JONES | National bd RIA | May 9, 2007 | Mar 14, 2017 | no | ST LOUIS, MO|Helena, MT|HELENA, MT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GO WEALTH MANAGEMENT | ADVISORNET WEALTH PARTNERS | Aug 14, 2023 | Sep 21, 2023 | 38 | Firm change | RIA to RIA |
| ROEHL & YI INVESTMENT ADVISORS, LLC | GO WEALTH MANAGEMENT | Jun 29, 2020 | Jun 27, 2020 | -2 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | ROEHL & YI INVESTMENT ADVISORS, LLC | Nov 12, 2019 | May 24, 2019 | -172 | Firm change after gap | Ibd to RIA |
| INVESTMENT CENTERS OF AMERICA, INC. | LPL FINANCIAL LLC | Dec 6, 2017 | Nov 29, 2017 | -7 | Bulk transfer | Other |
| EDWARD JONES | INVESTMENT CENTERS OF AMERICA, INC. | Mar 14, 2017 | Mar 10, 2017 | -4 | Firm change | Other |