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Advisor at FREEDOM FINANCIAL PARTNERS LLC
OAKDALE, 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 |
|---|---|---|---|---|---|---|
| FREEDOM FINANCIAL PARTNERS LLC | Independent wealth | Nov 20, 2023 | n/a | yes | OAKDALE, MN | Current employment |
| ADVISORNET WEALTH PARTNERS | Independent wealth | Feb 28, 2020 | Jan 16, 2024 | no | Oakdale, MN|MINNETONKA, MN | Previous registration |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Sep 15, 2017 | Oct 28, 2020 | no | WOODBURY, MN|OAKDALE, MN | Previous registration |
| INVESTMENT CENTERS OF AMERICA, INC. | Former SEC adviser | Feb 27, 2013 | Sep 18, 2017 | no | BISMARCK, ND|WOODBURY, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISORNET WEALTH PARTNERS | FREEDOM FINANCIAL PARTNERS LLC | Jan 16, 2024 | Nov 20, 2023 | -57 | Firm change after gap | RIA to new firm |
| UNITED CAPITAL FINANCIAL ADVISORS | ADVISORNET WEALTH PARTNERS | Oct 28, 2020 | Feb 28, 2020 | -243 | Firm change after gap | Ibd to RIA |
| INVESTMENT CENTERS OF AMERICA, INC. | UNITED CAPITAL FINANCIAL ADVISORS | Sep 18, 2017 | Sep 15, 2017 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 113074:327560:MN:2024-01-16 | Jan 16, 2024 | Nov 20, 2023 | MINNETONKA, MN | Firm change after gap |
| 16443:134600:MN:2017-09-18 | Sep 18, 2017 | Sep 15, 2017 | WOODBURY, MN | Firm change |