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Advisor at CUTLER INVESTMENT GROUP
Bellevue, WA
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 |
|---|---|---|---|---|---|---|
| CUTLER INVESTMENT GROUP | Independent wealth | Sep 24, 2019 | n/a | yes | Bellevue, WA | Current employment |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Independent wealth | Jul 20, 2018 | Sep 19, 2019 | no | SCOTTSDALE, AZ|BELLEVUE, WA | Previous registration |
| KMS FINANCIAL SERVICES, INC | Former SEC adviser | Nov 20, 2017 | Jul 23, 2018 | no | BOTHELL, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | CUTLER INVESTMENT GROUP | Sep 19, 2019 | Sep 24, 2019 | 5 | Firm change | RIA to RIA |
| KMS FINANCIAL SERVICES, INC | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Jul 23, 2018 | Jul 20, 2018 | -3 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 3866:20804:WA:2018-07-20 | Jul 23, 2018 | Jul 20, 2018 | BOTHELL, WA | Firm change |