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Advisor at BMSS WESSON WEALTH SOLUTIONS
Birmingham, AL
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 |
|---|---|---|---|---|---|---|
| BMSS WESSON WEALTH SOLUTIONS | Independent wealth | Jun 10, 2026 | n/a | yes | Birmingham, AL | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 21, 2025 | Jun 5, 2026 | no | BIRMINGHAM, AL | Previous registration |
| FIRST HORIZON ADVISORS, INC | Former SEC adviser | Jun 21, 2024 | Aug 21, 2025 | no | Birmingham, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | BMSS WESSON WEALTH SOLUTIONS | Jun 5, 2026 | Jun 10, 2026 | 5 | Firm change | Ibd to RIA |
| FIRST HORIZON ADVISORS, INC | LPL FINANCIAL LLC | Aug 21, 2025 | Aug 21, 2025 | 0 | Bulk transfer | RIA to ibd |