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Advisor at EVERSOURCE WEALTH ADVISORS, LLC
BIRMINGHAM, AL | TUCSON, AZ
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 |
|---|---|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS, LLC | Independent wealth | Feb 3, 2025 | n/a | yes | BIRMINGHAM, AL|TUCSON, AZ | Current employment |
| CWM, LLC | Bd affiliated wealth | Mar 14, 2019 | Feb 19, 2025 | no | Tucson, AZ|OMAHA, NE | Previous registration |
| LARSON FINANCIAL GROUP, LLC | Bd affiliated wealth | Nov 24, 2015 | Feb 13, 2019 | no | Saint Louis, MO|SAINT LOUIS, MO|Atlanta, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CWM, LLC | EVERSOURCE WEALTH ADVISORS, LLC | Feb 19, 2025 | Feb 3, 2025 | -16 | Firm change | Ibd to RIA |
| LARSON FINANCIAL GROUP, LLC | CWM, LLC | Feb 13, 2019 | Mar 14, 2019 | 29 | Firm change | Ibd to RIA |