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Advisor at GREATER GOOD FINANCIAL
APPLE VALLEY, MN
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 |
|---|---|---|---|---|---|---|
| GREATER GOOD FINANCIAL | State registered | Aug 4, 2021 | n/a | yes | APPLE VALLEY, MN | Current employment |
| Onedigital | Institutional manager | Dec 22, 2014 | Dec 16, 2021 | no | GOLDEN VALLEY, MN|OVERLAND PARK, KS | Previous registration |
| FINANCIAL ADVOCATES ADVISORY SERVICES | Former SEC adviser | Feb 6, 2014 | Dec 31, 2014 | no | OLYMPIA, WA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 21, 2014 | Mar 3, 2016 | no | GOLDEN VALLEY, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Onedigital | GREATER GOOD FINANCIAL | Dec 16, 2021 | Aug 4, 2021 | -134 | Firm change after gap | Other |
| LPL FINANCIAL LLC | FINANCIAL ADVOCATES ADVISORY SERVICES | Mar 3, 2016 | Feb 6, 2014 | -756 | Firm change after gap | Other |
| FINANCIAL ADVOCATES ADVISORY SERVICES | Onedigital | Dec 31, 2014 | Dec 22, 2014 | -9 | Firm change | Other |