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Advisor at SHARPER IMAGE FINANCIAL SERVICES, LLC
Erie, CO
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 |
|---|---|---|---|---|---|---|
| SHARPER IMAGE FINANCIAL SERVICES, LLC | State registered | Feb 25, 2024 | n/a | yes | Erie, CO | Current employment |
| THE MILLSTONE EVANS GROUP, LLC | Independent wealth | Mar 24, 2021 | Jul 28, 2023 | no | BOULDER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE MILLSTONE EVANS GROUP, LLC | SHARPER IMAGE FINANCIAL SERVICES, LLC | Jul 28, 2023 | Feb 25, 2024 | 212 | Firm change | RIA to state RIA |