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Reading the graph
Advisor at FPFOCO
Bend, OR | FORT COLLINS, CO
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 |
|---|---|---|---|---|---|---|
| Fpfoco | Independent wealth | Dec 19, 2023 | n/a | yes | FORT COLLINS, CO|Bend, OR | Current employment |
| THE MILLSTONE EVANS GROUP, LLC | Independent wealth | Jan 4, 2021 | Dec 15, 2023 | no | BOULDER, CO | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Dec 4, 2019 | Dec 31, 2020 | no | BOULDER, CO | Previous registration |
| ESI FINANCIAL ADVISORS | Independent wealth | Oct 8, 2018 | Oct 24, 2019 | no | MONTPELIER, VT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE MILLSTONE EVANS GROUP, LLC | Fpfoco | Dec 15, 2023 | Dec 19, 2023 | 4 | Firm change | RIA to RIA |
| RAYMOND JAMES & ASSOCIATES, INC. | THE MILLSTONE EVANS GROUP, LLC | Dec 31, 2020 | Jan 4, 2021 | 4 | Firm change | Ibd to new firm |
| ESI FINANCIAL ADVISORS | RAYMOND JAMES & ASSOCIATES, INC. | Oct 24, 2019 | Dec 4, 2019 | 41 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:311142:CO:2020-12-31 | Dec 31, 2020 | Jan 4, 2021 | BOULDER, CO | Firm change |