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Advisor at PARR MCKNIGHT WEALTH MANAGEMENT GROUP
MINNEAPOLIS, MN
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 |
|---|---|---|---|---|---|---|
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP | Independent wealth | Aug 12, 2024 | n/a | yes | MINNEAPOLIS, MN | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Apr 5, 2018 | Aug 23, 2024 | no | PLYMOUTH, MN|MINNEAPOLIS, MN | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 24, 2017 | Apr 5, 2018 | no | EDINA, MN | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 3, 2016 | Jan 17, 2017 | no | BLOOMINGTON, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | PARR MCKNIGHT WEALTH MANAGEMENT GROUP | Aug 23, 2024 | Aug 12, 2024 | -11 | Firm change | Wirehouse to new firm |
| AMERIPRISE FINANCIAL SERVICES, LLC | WELLS FARGO ADVISORS | Apr 5, 2018 | Apr 5, 2018 | 0 | Firm change | Ibd to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | AMERIPRISE FINANCIAL SERVICES, LLC | Jan 17, 2017 | Jan 24, 2017 | 7 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:330050:MN:2024-08-16 | Aug 23, 2024 | Aug 12, 2024 | MINNEAPOLIS, MN | Firm change |
| 7691:6363:MN:2017-01-17 | Jan 17, 2017 | Jan 24, 2017 | BLOOMINGTON, MN | Firm change |