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Advisor at FOURTHOUGHT FINANCIAL PARTNERS, LLC.
VENICE, FL
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 |
|---|---|---|---|---|---|---|
| FOURTHOUGHT FINANCIAL PARTNERS, LLC. | Independent wealth | Nov 9, 2022 | n/a | yes | VENICE, FL | Current employment |
| FOURTHOUGHT PRIVATE WEALTH | Former SEC adviser | Apr 3, 2020 | Dec 9, 2022 | no | VENICE, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 20, 2018 | Jan 9, 2020 | no | VENICE, FL | Previous registration |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Jan 8, 2018 | Mar 21, 2018 | no | SAN ANTONIO, TX | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Jan 19, 2017 | Jan 8, 2018 | no | TAMPA, FL | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Feb 5, 2013 | Sep 8, 2016 | no | PHOENIX, AZ | Previous registration |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Sep 12, 2011 | Feb 6, 2013 | no | PHOENIX, AZ | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Dec 15, 2008 | Sep 12, 2011 | no | PHOENIX, AZ | Previous registration |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Oct 23, 2007 | Dec 31, 2008 | no | PHOENIX, AZ|PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOURTHOUGHT PRIVATE WEALTH | FOURTHOUGHT FINANCIAL PARTNERS, LLC. | Dec 9, 2022 | Nov 9, 2022 | -30 | Firm change | RIA to new firm |
| WELLS FARGO ADVISORS | FOURTHOUGHT PRIVATE WEALTH | Jan 9, 2020 | Apr 3, 2020 | 85 | Firm change | Wirehouse to RIA |
| USAA INVESTMENT SERVICES COMPANY | WELLS FARGO ADVISORS | Mar 21, 2018 | Mar 20, 2018 | -1 | Firm change | Ibd to wirehouse |
| USAA FINANCIAL PLANNING SERVICES | USAA INVESTMENT SERVICES COMPANY | Jan 8, 2018 | Jan 8, 2018 | 0 | Bulk transfer | Other |
| USAA INVESTMENT SERVICES COMPANY | USAA FINANCIAL PLANNING SERVICES | Feb 6, 2013 | Feb 5, 2013 | -1 | Channel change | Other |
| USAA FINANCIAL PLANNING SERVICES | USAA INVESTMENT SERVICES COMPANY | Sep 12, 2011 | Sep 12, 2011 | 0 | Channel change | Other |
| USAA INVESTMENT SERVICES COMPANY | USAA FINANCIAL PLANNING SERVICES | Dec 31, 2008 | Dec 15, 2008 | -16 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 306017:323060:FL:2022-12-09 | Dec 9, 2022 | Nov 9, 2022 | VENICE, FL | Firm change |
| 11025:306017:FL:2020-01-07 | Jan 9, 2020 | Apr 3, 2020 | VENICE, FL | Firm change |