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Advisor at 25 FINANCIAL
NOLENSVILLE, TN | SAINT LOUIS, MO
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 |
|---|---|---|---|---|---|---|
| 25 FINANCIAL | Independent wealth | Mar 30, 2022 | n/a | yes | SAINT LOUIS, MO|NOLENSVILLE, TN | Current employment |
| ARETE WEALTH ADVISORS, LLC | Bd affiliated wealth | Aug 2, 2017 | Dec 31, 2022 | no | Mission Viejo, CA|CHICAGO, IL | Previous registration |
| LARSON FINANCIAL GROUP, LLC | Bd affiliated wealth | Apr 2, 2015 | Aug 2, 2017 | no | SAINT LOUIS, MO|SAINT LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARETE WEALTH ADVISORS, LLC | 25 FINANCIAL | Dec 31, 2022 | Mar 30, 2022 | -276 | Firm change after gap | Ibd to new firm |
| LARSON FINANCIAL GROUP, LLC | ARETE WEALTH ADVISORS, LLC | Aug 2, 2017 | Aug 2, 2017 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145488:317916:IL:2022-12-31 | Dec 31, 2022 | Mar 30, 2022 | CHICAGO, IL | Firm change after gap |
| 140599:145488:MO:2017-08-02 | Aug 2, 2017 | Aug 2, 2017 | SAINT LOUIS, MO | Firm change |