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Advisor at STIRLINGSHIRE INVESTMENTS
NEW YORK, NY | Portland, 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 |
|---|---|---|---|---|---|---|
| STIRLINGSHIRE INVESTMENTS | Independent wealth | Jul 1, 2026 | n/a | yes | Portland, OR|NEW YORK, NY | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Aug 23, 2023 | Oct 15, 2024 | no | SCOTTSDALE, AZ | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Sep 2, 2015 | Jan 19, 2024 | no | OAKDALE, MN|OAKDALE, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | STIRLINGSHIRE INVESTMENTS | Oct 15, 2024 | Jul 1, 2026 | 624 | Firm change after gap | Ibd to RIA |
| WOODBURY FINANCIAL SERVICES, INC. | OSAIC WEALTH, INC. | Jan 19, 2024 | Aug 23, 2023 | -149 | Bulk transfer | Ibd to ibd |