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Advisor at LARSEN WEALTH MANAGEMENT
EL DORADO HILLS, 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 |
|---|---|---|---|---|---|---|
| LARSEN WEALTH MANAGEMENT | Independent wealth | Oct 3, 2023 | n/a | yes | EL DORADO HILLS, CA | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Aug 24, 2007 | Oct 11, 2023 | no | EL DORADO HILLS, CA|El Dorado Hills, CA | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | May 1, 2007 | no | SACRAMENTO, CA | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Jun 21, 2006 | Apr 2, 2007 | no | SACRAMENTO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | LARSEN WEALTH MANAGEMENT | Oct 11, 2023 | Oct 3, 2023 | -8 | Firm change | Ibd to new firm |
| MORGAN STANLEY & CO. LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | May 1, 2007 | Aug 24, 2007 | 115 | Firm change | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:146620:CA:2023-10-11 | Oct 11, 2023 | Oct 3, 2023 | EL DORADO HILLS, CA | Firm change |