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Advisor at ANDINA ADVISORS
LOGAN, UT | Logan, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ANDINA ADVISORS | Independent wealth | Feb 2, 2022 | n/a | yes | Logan, UT|LOGAN, UT | Current employment |
| Onedigital | Institutional manager | Sep 16, 2020 | Aug 2, 2022 | no | Providence, UT|OVERLAND PARK, KS | Previous registration |
| CORE CAPITAL WEALTH MANAGEMENT, LLC | Former SEC adviser | Mar 2, 2020 | Sep 15, 2020 | no | PROVIDENCE, UT | Previous registration |
| ADAMS WEALTH ADVISORS | Independent wealth | Oct 10, 2017 | Jan 19, 2020 | no | LOGAN, UT | Previous registration |
| ALLEGIS INVESTMENT ADVISORS, LLC | Former SEC adviser | Jul 1, 2015 | Oct 2, 2017 | no | LOGAN, UT|IDAHO FALLS, ID | Previous registration |
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | Dec 2, 2013 | Jun 29, 2015 | no | LOGAN, UT | Previous registration |
| ONEAMERICA SECURITIES, INC. | Bd affiliated wealth | Oct 12, 2009 | Nov 27, 2013 | no | NAMPA, ID|LOGAN, UT | Previous registration |
| INSPHERE SECURITIES, INC. | n/a | Jul 13, 2009 | Oct 2, 2009 | no | LOGAN, UT|BOISE, ID | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Onedigital | ANDINA ADVISORS | Aug 2, 2022 | Feb 2, 2022 | -181 | Firm change after gap | Other |
| CORE CAPITAL WEALTH MANAGEMENT, LLC | Onedigital | Sep 15, 2020 | Sep 16, 2020 | 1 | Firm change | Other |
| ADAMS WEALTH ADVISORS | CORE CAPITAL WEALTH MANAGEMENT, LLC | Jan 19, 2020 | Mar 2, 2020 | 43 | Firm change | RIA to new firm |
| ALLEGIS INVESTMENT ADVISORS, LLC | ADAMS WEALTH ADVISORS | Oct 2, 2017 | Oct 10, 2017 | 8 | Firm change | Other |
| STRATOS WEALTH PARTNERS, LTD | ALLEGIS INVESTMENT ADVISORS, LLC | Jun 29, 2015 | Jul 1, 2015 | 2 | Firm change | Other |
| ONEAMERICA SECURITIES, INC. | STRATOS WEALTH PARTNERS, LTD | Nov 27, 2013 | Dec 2, 2013 | 5 | Firm change | Other |
| INSPHERE SECURITIES, INC. | ONEAMERICA SECURITIES, INC. | Oct 2, 2009 | Oct 12, 2009 | 10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 307220:106766:UT:2020-09-15 | Sep 15, 2020 | Sep 16, 2020 | PROVIDENCE, UT | Firm change |
| 286087:307220:UT:2020-01-19 | Jan 19, 2020 | Mar 2, 2020 | LOGAN, UT | Firm change |
| 157314:286087:ID:2017-10-02 | Oct 2, 2017 | Oct 10, 2017 | IDAHO FALLS, ID | Firm change |
| 153184:157314:UT:2015-06-29 | Jun 29, 2015 | Jul 1, 2015 | LOGAN, UT | Firm change |