DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EVERSOURCE WEALTH ADVISORS, LLC
Mount Dora, FL | Eustis, FL | BIRMINGHAM, AL | Orlando, 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 |
|---|---|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS, LLC | Independent wealth | Mar 29, 2023 | n/a | yes | Mount Dora, FL|Orlando, FL|BIRMINGHAM, AL|Eustis, FL | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Feb 5, 2013 | Mar 7, 2023 | no | ORLANDO, FL | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Apr 19, 2007 | Feb 1, 2013 | no | MAITLAND, FL | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Apr 26, 1999 | Apr 24, 2007 | no | ORLANDO, FL|MAITLAND, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | EVERSOURCE WEALTH ADVISORS, LLC | Mar 7, 2023 | Mar 29, 2023 | 22 | Firm change | Ibd to RIA |
| COMMONWEALTH FINANCIAL NETWORK | AMERIPRISE FINANCIAL SERVICES, LLC | Feb 1, 2013 | Feb 5, 2013 | 4 | Firm change | Ibd to ibd |
| OSAIC FA, INC. | COMMONWEALTH FINANCIAL NETWORK | Apr 24, 2007 | Apr 19, 2007 | -5 | Firm change | Other |