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Advisor at PRIMERICA ADVISORS
MOBILE, 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 |
|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS | National bd RIA | Aug 31, 2026 | n/a | yes | MOBILE, AL | Current employment |
| LPL ENTERPRISE, LLC | Bd affiliated wealth | Nov 14, 2024 | Feb 27, 2026 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Mar 18, 2024 | Nov 14, 2024 | no | BIRMINGHAM, AL|Mobile, AL|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL ENTERPRISE, LLC | PRIMERICA ADVISORS | Feb 27, 2026 | Aug 31, 2026 | 185 | Firm change | Ibd to ibd |
| PRUCO SECURITIES, LLC | LPL ENTERPRISE, LLC | Nov 14, 2024 | Nov 14, 2024 | 0 | Bulk transfer | Ibd to new firm |