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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 | Nov 22, 2021 | n/a | yes | McKinney, TX | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Aug 30, 2019 | Jan 14, 2022 | no | ST LOUIS, MO|PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH, LLC | EVERSOURCE WEALTH ADVISORS, LLC | Jan 14, 2022 | Nov 22, 2021 | -53 | Firm change after gap | RIA to RIA |