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Advisor at BACKBONE PLANNING PARTNERS LLC
Boise, ID | LAS VEGAS, NV
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 |
|---|---|---|---|---|---|---|
| BACKBONE PLANNING PARTNERS LLC | Independent wealth | May 2, 2024 | n/a | yes | Boise, ID|LAS VEGAS, NV | Current employment |
| OSAIC FA, INC. | Former SEC adviser | Sep 15, 2015 | Jun 30, 2023 | no | LAS VEGAS, NV|IRVINE, CA|LAS VEGAS, NV|Las Vegas, NV | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 1, 2012 | Sep 9, 2015 | no | LAS VEGAS, NV|LAS VEGAS, NV|LAS VEGAS, NV|LAS VEGAS, NV|LAS VEGAS, NV|LAS VEGAS, NV | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | May 18, 2012 | Oct 1, 2012 | no | LAS VEGAS, NV | Previous registration |
| WADDELL & REED | Former SEC adviser | Oct 21, 2009 | Jul 14, 2010 | no | IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC FA, INC. | BACKBONE PLANNING PARTNERS LLC | Jun 30, 2023 | May 2, 2024 | 307 | Firm change | Ibd to RIA |
| J.P. MORGAN SECURITIES LLC | OSAIC FA, INC. | Sep 9, 2015 | Sep 15, 2015 | 6 | Firm change | Other |
| CHASE INVESTMENT SERVICES CORP. | J.P. MORGAN SECURITIES LLC | Oct 1, 2012 | Oct 1, 2012 | 0 | Bulk transfer | Other |
| WADDELL & REED | CHASE INVESTMENT SERVICES CORP. | Jul 14, 2010 | May 18, 2012 | 674 | Firm change after gap | Other |