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Advisor at ETESIAN WEALTH ADVISORS, INC.
WEST LINN, 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 |
|---|---|---|---|---|---|---|
| ETESIAN WEALTH ADVISORS, INC. | Independent wealth | Mar 12, 2025 | n/a | yes | WEST LINN, OR | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | May 16, 2019 | Jun 16, 2020 | no | LAKE OSWEGO, OR | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Nov 22, 2017 | Aug 1, 2018 | no | LAKE OSWEGO, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | ETESIAN WEALTH ADVISORS, INC. | Jun 16, 2020 | Mar 12, 2025 | 1,730 | Firm change after gap | Ibd to RIA |
| HORNOR, TOWNSEND & KENT, LLC | MML INVESTORS SERVICES, LLC | Aug 1, 2018 | May 16, 2019 | 288 | Firm change | Ibd to ibd |