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Advisor at ADVISORNET WEALTH PARTNERS
MINNETONKA, MN | Omaha, NE
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 |
|---|---|---|---|---|---|---|
| ADVISORNET WEALTH PARTNERS | Independent wealth | Nov 15, 2024 | n/a | yes | MINNETONKA, MN|Omaha, NE | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jun 29, 2023 | Nov 11, 2024 | no | LINCOLN, NE|OMAHA, NE | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Mar 16, 2021 | Feb 2, 2023 | no | LINCOLN, NE | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Jul 11, 2019 | Mar 18, 2021 | no | OMAHA, NE | Previous registration |
| MWA FINANCIAL SERVICES, INC. | Bd affiliated wealth | Nov 8, 2018 | Jun 13, 2019 | no | LINCOLN, NE|Omaha, NE|Ralston, NE|LINCOLN, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | ADVISORNET WEALTH PARTNERS | Nov 11, 2024 | Nov 15, 2024 | 4 | Firm change | Ibd to RIA |
| WOODBURY FINANCIAL SERVICES, INC. | CETERA INVESTMENT ADVISERS LLC | Feb 2, 2023 | Jun 29, 2023 | 147 | Firm change | Ibd to ibd |
| PRUCO SECURITIES, LLC | WOODBURY FINANCIAL SERVICES, INC. | Mar 18, 2021 | Mar 16, 2021 | -2 | Firm change | Ibd to ibd |
| MWA FINANCIAL SERVICES, INC. | PRUCO SECURITIES, LLC | Jun 13, 2019 | Jul 11, 2019 | 28 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 421:105644:NE:2023-02-02 | Feb 2, 2023 | Jun 29, 2023 | LINCOLN, NE | Firm change |
| 5685:421:NE:2021-03-18 | Mar 18, 2021 | Mar 16, 2021 | OMAHA, NE | Firm change |