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Advisor at BRADY MARTZ WEALTH SOLUTIONS, LLC
BISMARCK, ND | GRAND FORKS, ND
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 |
|---|---|---|---|---|---|---|
| BRADY MARTZ WEALTH SOLUTIONS, LLC | Independent wealth | Jul 19, 2024 | n/a | yes | BISMARCK, ND|GRAND FORKS, ND | Current employment |
| AVANTAX PLANNING PARTNERS, INC. | Bd affiliated wealth | Nov 22, 2016 | Jul 13, 2024 | no | Bismarck, ND|Bismarck, ND|Grand Forks, ND | Previous registration |
| CONCOURSE FINANCIAL GROUP ADVISORS | Former SEC adviser | Nov 22, 2016 | Dec 22, 2016 | no | BISMARCK, ND|BISMARCK, ND|URBANDALE, IA | Previous registration |
| EIDE BAILLY ADVISORS, LLC | Former SEC adviser | Feb 17, 2009 | Jan 13, 2015 | no | BISMARK, ND|BISMARK, ND | Previous registration |
| WADDELL & REED | Former SEC adviser | Jan 22, 2008 | May 8, 2008 | no | BISMARCK, ND|FARGO, ND | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVANTAX PLANNING PARTNERS, INC. | BRADY MARTZ WEALTH SOLUTIONS, LLC | Jul 13, 2024 | Jul 19, 2024 | 6 | Firm change | Ibd to new firm |
| CONCOURSE FINANCIAL GROUP ADVISORS | AVANTAX PLANNING PARTNERS, INC. | Dec 22, 2016 | Nov 22, 2016 | -30 | Firm change | Other |
| EIDE BAILLY ADVISORS, LLC | CONCOURSE FINANCIAL GROUP ADVISORS | Jan 13, 2015 | Nov 22, 2016 | 679 | Firm change after gap | Other |
| WADDELL & REED | EIDE BAILLY ADVISORS, LLC | May 8, 2008 | Feb 17, 2009 | 285 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106237:331043:ND:2024-07-13 | Jul 13, 2024 | Jul 19, 2024 | GRAND FORKS, ND | Firm change |