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Advisor at MOREY & QUINN WEALTH PARTNERS
OMAHA, NE
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 |
|---|---|---|---|---|---|---|
| MOREY & QUINN WEALTH PARTNERS | Independent wealth | Oct 18, 2024 | n/a | yes | OMAHA, NE | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Dec 2, 2014 | Oct 2, 2024 | no | OMAHA, NE | Previous registration |
| FSB PREMIER WEALTH MANAGEMENT, INC. | Independent wealth | Nov 2, 2009 | Dec 1, 2014 | no | OMAHA, NE | Previous registration |
| STERLING FINANCIAL ADVISORS, LLC | Independent wealth | Jul 13, 1999 | Nov 5, 2009 | no | OMAHA, NE|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | MOREY & QUINN WEALTH PARTNERS | Oct 2, 2024 | Oct 18, 2024 | 16 | Firm change | Ibd to new firm |
| FSB PREMIER WEALTH MANAGEMENT, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Dec 1, 2014 | Dec 2, 2014 | 1 | Firm change | Other |
| STERLING FINANCIAL ADVISORS, LLC | FSB PREMIER WEALTH MANAGEMENT, INC. | Nov 5, 2009 | Nov 2, 2009 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:332074:NE:2024-10-02 | Oct 2, 2024 | Oct 18, 2024 | OMAHA, NE | Firm change |