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Advisor at LARSON FINANCIAL GROUP, LLC
SAINT LOUIS, MO | Minneapolia, 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 |
|---|---|---|---|---|---|---|
| LARSON FINANCIAL GROUP, LLC | Bd affiliated wealth | Oct 1, 2021 | n/a | yes | Minneapolia, MN|SAINT LOUIS, MO | Current employment |
| LARSON WEALTH PARTNERS | Former SEC adviser | Aug 4, 2020 | Mar 28, 2022 | no | MINNEAPOLIS, MN | Previous registration |
| COUNSEL WEALTH MANAGEMENT, INC. | Former SEC adviser | Dec 10, 2013 | Sep 1, 2020 | no | ARDEN HILLS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LARSON WEALTH PARTNERS | LARSON FINANCIAL GROUP, LLC | Mar 28, 2022 | Oct 1, 2021 | -178 | Firm change after gap | RIA to ibd |
| COUNSEL WEALTH MANAGEMENT, INC. | LARSON WEALTH PARTNERS | Sep 1, 2020 | Aug 4, 2020 | -28 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 309688:140599:MN:2022-03-28 | Mar 28, 2022 | Oct 1, 2021 | MINNEAPOLIS, MN | Firm change after gap |
| 115165:309688:MN:2020-09-01 | Sep 1, 2020 | Aug 4, 2020 | ARDEN HILLS, MN | Firm change |