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Advisor at RESOLUTE WEALTH STRATEGIES, LLC
Jackson, MS
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 |
|---|---|---|---|---|---|---|
| RESOLUTE WEALTH STRATEGIES, LLC | Independent wealth | Aug 15, 2022 | n/a | yes | Jackson, MS | Current employment |
| COKER & PALMER | Independent wealth | Aug 18, 2009 | Jul 28, 2022 | no | JACKSON, MS|JACKSON, MS|JACKSON, MS | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Nov 17, 2008 | Aug 18, 2009 | no | MURFREESBORO, TN|KNOXVILLE, TN|LAWRENCEBURG, TN|CHATTANOOGA, TN|BRENTWOOD, TN|MEMPHIS, TN | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 13, 2004 | Nov 17, 2008 | no | Jackson, MS|NASHVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COKER & PALMER | RESOLUTE WEALTH STRATEGIES, LLC | Jul 28, 2022 | Aug 15, 2022 | 18 | Firm change | RIA to new firm |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | COKER & PALMER | Aug 18, 2009 | Aug 18, 2009 | 0 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | BANC OF AMERICA INVESTMENT SERVICES, INC. | Nov 17, 2008 | Nov 17, 2008 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 29163:318599:MS:2022-07-28 | Jul 28, 2022 | Aug 15, 2022 | JACKSON, MS | Firm change |