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Advisor at BLUESTEM FINANCIAL ADVISORS, LLC
SAVOY, IL
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 |
|---|---|---|---|---|---|---|
| BLUESTEM FINANCIAL ADVISORS, LLC | Independent wealth | Sep 10, 2014 | n/a | yes | SAVOY, IL | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Oct 4, 2011 | Feb 13, 2014 | no | CHAMPAIGN, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | BLUESTEM FINANCIAL ADVISORS, LLC | Feb 13, 2014 | Sep 10, 2014 | 209 | Firm change | Other |