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Advisor at EVERETT WEALTH SOLUTIONS, INC
FOREST PARK, 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 |
|---|---|---|---|---|---|---|
| EVERETT WEALTH SOLUTIONS, INC | State registered | Oct 21, 2009 | n/a | yes | FOREST PARK, IL | Current employment |
| ABRAHAM & CO., INC. | Independent wealth | Jan 6, 2021 | Nov 23, 2022 | no | Forest Park, IL|GIG HARBOR, WA|Forrest Park, IL | Previous registration |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | Jul 7, 2006 | Oct 6, 2009 | no | RIVER FOREST, IL | Previous registration |
| USALLIANZ SECURITIES, INC. | n/a | Jul 22, 2004 | Jun 16, 2006 | no | RIVER FOREST, IL|CRYSTAL LAKE, IL|RIVER FOREST, IL | Previous registration |
| USALLIANZ SECURITIES, INC. | n/a | Sep 9, 2002 | May 25, 2004 | no | RIVER FOREST, IL | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Feb 2, 2000 | Aug 10, 2002 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ABRAHAM & CO., INC. | n/a | Nov 23, 2022 | n/a | n/a | Departure no registered destination | Departure |
| QUESTAR ASSET MANAGEMENT, INC. | EVERETT WEALTH SOLUTIONS, INC | Oct 6, 2009 | Oct 21, 2009 | 15 | Firm change | Other |
| USALLIANZ SECURITIES, INC. | QUESTAR ASSET MANAGEMENT, INC. | Jun 16, 2006 | Jul 7, 2006 | 21 | Bulk transfer | Other |
| OSAIC FA, INC. | USALLIANZ SECURITIES, INC. | Aug 10, 2002 | Sep 9, 2002 | 30 | Firm change | Other |