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Advisor at CERTIFIED ADVISORY CORP
ALTAMONTE SPRINGS, FL
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 |
|---|---|---|---|---|---|---|
| CERTIFIED ADVISORY CORP | Independent wealth | Jan 23, 2018 | n/a | yes | ALTAMONTE SPRINGS, FL | Current employment |
| E*TRADE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Mar 31, 2016 | Jul 29, 2016 | no | Orlando, FL|ARLINGTON, VA | Previous registration |
| JACKSON WEALTH MANAGEMENT, LLC | Independent wealth | Jun 2, 2015 | Jan 28, 2016 | no | LAKE MARY, FL | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Jul 17, 2013 | Mar 3, 2015 | no | ROSEVILLE, CA | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Jul 17, 2013 | Mar 3, 2015 | no | Roseville, CA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 24, 2012 | Jul 10, 2013 | no | SUNNYVALE, CA|SAN JOSE, CA | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Jul 13, 2010 | Apr 3, 2012 | no | FT WORTH, TX | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Jul 13, 2010 | Apr 3, 2012 | no | WestLake, TX | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Sep 10, 2008 | Jul 7, 2010 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| E*TRADE CAPITAL MANAGEMENT, LLC | CERTIFIED ADVISORY CORP | Jul 29, 2016 | Jan 23, 2018 | 543 | Firm change after gap | Other |
| JACKSON WEALTH MANAGEMENT, LLC | E*TRADE CAPITAL MANAGEMENT, LLC | Jan 28, 2016 | Mar 31, 2016 | 63 | Firm change | Other |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Mar 3, 2015 | Jul 17, 2013 | -594 | Channel change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | JACKSON WEALTH MANAGEMENT, LLC | Mar 3, 2015 | Jun 2, 2015 | 91 | Firm change | Other |
| STRATEGIC ADVISERS LLC | TD AMERITRADE, INC. | Jul 10, 2013 | Jul 17, 2013 | 7 | Firm change | Other |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Apr 3, 2012 | Jul 13, 2010 | -630 | Channel change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | STRATEGIC ADVISERS LLC | Apr 3, 2012 | Apr 24, 2012 | 21 | Firm change | Other |
| STRATEGIC ADVISERS LLC | TD AMERITRADE, INC. | Jul 7, 2010 | Jul 13, 2010 | 6 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7870:111514:CA:2015-03-03 | Mar 3, 2015 | Jul 17, 2013 | ROSEVILLE, CA | Firm change after gap |