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Advisor at ARCHER INVESTMENT CORPORATION
CARMEL, IN | West Lake, OH
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 |
|---|---|---|---|---|---|---|
| ARCHER INVESTMENT CORPORATION | Independent wealth | Jun 5, 2023 | n/a | yes | West Lake, OH|CARMEL, IN | Current employment |
| JASON M ORSKY WEALTH MANAGEMENT LLC | n/a | Aug 29, 2017 | Aug 23, 2023 | no | WESTLAKE, OH | Previous registration |
| JASON M ORSKY WEALTH MANAGEMENT LLC | n/a | Aug 29, 2017 | Dec 31, 2020 | no | WESTLAKE, OH | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Aug 18, 2014 | Aug 31, 2017 | no | AVON, OH|NORTH OLMSTED, OH | Previous registration |
| EDWARD JONES | National bd RIA | Nov 29, 2007 | Aug 19, 2014 | no | Westlake, OH|NORTH RIDGEVILLE, OH|ST LOUIS, MO|AVON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JASON M ORSKY WEALTH MANAGEMENT LLC | ARCHER INVESTMENT CORPORATION | Aug 23, 2023 | Jun 5, 2023 | -79 | Firm change after gap | Other |
| CETERA ADVISORS LLC | JASON M ORSKY WEALTH MANAGEMENT LLC | Aug 31, 2017 | Aug 29, 2017 | -2 | Firm change | Other |
| EDWARD JONES | CETERA ADVISORS LLC | Aug 19, 2014 | Aug 18, 2014 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 170277:136403:OH:2023-08-23 | Aug 23, 2023 | Jun 5, 2023 | WESTLAKE, OH | Firm change after gap |