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Advisor at TRUE NORTH WEALTH
PARKER CITY, IN
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 |
|---|---|---|---|---|---|---|
| TRUE NORTH WEALTH | State registered | Oct 29, 2024 | n/a | yes | PARKER CITY, IN | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 19, 2020 | Oct 30, 2024 | no | PARKER CITY, IN|AMBRIDGE, PA|MUNCIE, IN|PARKER CITY, IN|ANDERSON, IN|PARKER CITY, IN | Previous registration |
| EDWARD JONES | National bd RIA | Aug 15, 2017 | Jun 22, 2020 | no | Maryland Heights, MO|MUNCIE, IN|Maryland Heights, MO|ST LOUIS, MO|Muncie, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | TRUE NORTH WEALTH | Oct 30, 2024 | Oct 29, 2024 | -1 | Firm change | Ibd to state RIA |
| EDWARD JONES | LPL FINANCIAL LLC | Jun 22, 2020 | Jun 19, 2020 | -3 | Firm change | Ibd to ibd |