DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at VESTIA PERSONAL WEALTH ADVISORS
FORT WAYNE, IN | Fort Wayne, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VESTIA PERSONAL WEALTH ADVISORS | Independent wealth | Jan 2, 2018 | n/a | yes | FORT WAYNE, IN|Fort Wayne, IN | Current employment |
| LARSON FINANCIAL GROUP, LLC | Bd affiliated wealth | Jan 29, 2008 | Jan 2, 2018 | no | FORT WAYNE, IN|FORT WAYNE, IN|SAINT LOUIS, MO | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Jan 29, 2008 | Jul 29, 2010 | no | FORT WAYNE, IN|FORT WAYNE, IN|ST. LOUIS, MO | Previous registration |
| PHILLIPS FINANCIAL | Independent wealth | May 19, 2005 | Jan 11, 2008 | no | FORT WAYNE, IN | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Aug 1, 2002 | May 19, 2005 | no | FORT WAYNE, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LARSON FINANCIAL GROUP, LLC | VESTIA PERSONAL WEALTH ADVISORS | Jan 2, 2018 | Jan 2, 2018 | 0 | Firm change | Other |
| CETERA ADVISOR NETWORKS LLC | LARSON FINANCIAL GROUP, LLC | Jul 29, 2010 | Jan 29, 2008 | -912 | Firm change after gap | Other |
| PHILLIPS FINANCIAL | CETERA ADVISOR NETWORKS LLC | Jan 11, 2008 | Jan 29, 2008 | 18 | Firm change | Other |
| SECURIAN FINANCIAL SERVICES, INC. | PHILLIPS FINANCIAL | May 19, 2005 | May 19, 2005 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 140599:290565:MO:2018-01-02 | Jan 2, 2018 | Jan 2, 2018 | SAINT LOUIS, MO | Firm change |