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Advisor at INSPIRE INVESTING, LLC
MERIDIAN, ID
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 |
|---|---|---|---|---|---|---|
| INSPIRE INVESTING, LLC | Asset manager | Aug 7, 2020 | n/a | yes | MERIDIAN, ID | Current employment |
| CREATIVE FINANCIAL DESIGNS, INC. | Bd affiliated wealth | Jul 27, 2015 | Feb 2, 2017 | no | HOLLISTER, CA|KOKOMO, IN|SANTA CLARA, CA | Previous registration |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | May 4, 2011 | Jul 24, 2015 | no | HOUSTON, TX|HOLLISTER, CA|HONOLULU, HI|SUNNYVALE, CA|MORGAN HILL, CA|JOHNSON CITY, TN | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 3, 2011 | May 12, 2011 | no | CARMEL, CA|CARMEL, CA | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Nov 12, 2008 | Jan 3, 2011 | no | CARMEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS, INC. | INSPIRE INVESTING, LLC | Feb 2, 2017 | Aug 7, 2020 | 1,282 | Firm change after gap | Other |
| NEXT FINANCIAL GROUP, INC. | CREATIVE FINANCIAL DESIGNS, INC. | Jul 24, 2015 | Jul 27, 2015 | 3 | Firm change | Other |
| WELLS FARGO ADVISORS | NEXT FINANCIAL GROUP, INC. | May 12, 2011 | May 4, 2011 | -8 | Firm change | Other |
| WELLS FARGO INVESTMENTS, LLC | WELLS FARGO ADVISORS | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |