DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PACKERLAND BROKERAGE SERVICES, INC.
GREEN BAY, WI | CARY, NC
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 |
|---|---|---|---|---|---|---|
| PACKERLAND BROKERAGE SERVICES, INC. | Independent wealth | Aug 20, 2016 | n/a | yes | CARY, NC|GREEN BAY, WI | Current employment |
| STONEX ADVISORS INC. | Bd affiliated wealth | Jan 30, 2015 | Aug 16, 2016 | no | BIRMINGHAM, AL | Previous registration |
| STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | Former SEC adviser | Dec 2, 2011 | Jan 30, 2015 | no | CARY, NC|WINDSOR LOCKS, CT|CARY, NC | Previous registration |
| WFG ADVISORS, LP | Former SEC adviser | Mar 31, 2009 | Dec 2, 2011 | no | CORY, NC | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jan 3, 2005 | Mar 31, 2009 | no | CARY, NC|CARY, NC|CARY, NC|APEX, NC|CARY, NC|CARY, NC|FUQUAY-VARINA, NC|CARY, NC|CARY, NC|CARY, NC|CARY, NC|CARY, NC|RALEIGH, NC|RALEIGH, NC|RALEIGH, NC|CARY, NC | Previous registration |
| NCF FINANCIAL SERVICES, INC. | n/a | Sep 30, 2002 | Jan 3, 2005 | no | CARY, NC | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Dec 31, 2001 | Sep 30, 2002 | no | RALEIGH, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STONEX ADVISORS INC. | PACKERLAND BROKERAGE SERVICES, INC. | Aug 16, 2016 | Aug 20, 2016 | 4 | Firm change | Other |
| STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | STONEX ADVISORS INC. | Jan 30, 2015 | Jan 30, 2015 | 0 | Bulk transfer | Other |
| WFG ADVISORS, LP | STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | Dec 2, 2011 | Dec 2, 2011 | 0 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | WFG ADVISORS, LP | Mar 31, 2009 | Mar 31, 2009 | 0 | Firm change | Other |
| NCF FINANCIAL SERVICES, INC. | SUNTRUST INVESTMENT SERVICES, INC. | Jan 3, 2005 | Jan 3, 2005 | 0 | Bulk transfer | Other |
| INVEST FINANCIAL CORPORATION | NCF FINANCIAL SERVICES, INC. | Sep 30, 2002 | Sep 30, 2002 | 0 | Firm change | Other |