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Advisor at EVERSOURCE WEALTH ADVISORS, LLC
McKinney, TX
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 | Oct 15, 2021 | n/a | yes | McKinney, TX | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Jul 15, 2013 | Nov 9, 2021 | no | PLANO, TX|ST LOUIS, MO | Previous registration |
| JWA FINANCIAL GROUP, INC. | Former SEC adviser | Oct 2, 2008 | Oct 10, 2013 | no | DALLAS, TX | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Feb 11, 2004 | Sep 2, 2008 | no | SAN ANTONIO, TX|SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH, LLC | EVERSOURCE WEALTH ADVISORS, LLC | Nov 9, 2021 | Oct 15, 2021 | -25 | Firm change | RIA to RIA |
| JWA FINANCIAL GROUP, INC. | BUCKINGHAM STRATEGIC WEALTH, LLC | Oct 10, 2013 | Jul 15, 2013 | -87 | Firm change after gap | Other |
| USAA FINANCIAL PLANNING SERVICES | JWA FINANCIAL GROUP, INC. | Sep 2, 2008 | Oct 2, 2008 | 30 | Firm change | Other |