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Advisor at LPL FINANCIAL LLC
BELLEVUE, ID | BOISE, ID | SAN DIEGO, CA | MERIDIAN, ID
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 |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | May 11, 2023 | n/a | yes | SAN DIEGO, CA|BELLEVUE, ID|MERIDIAN, ID|BOISE, ID | Current employment |
| FOUNDATIONS INVESTMENT ADVISORS LLC | Independent wealth | Jan 21, 2022 | May 10, 2023 | no | Boise, ID|PHOENIX, AZ | Previous registration |
| CREATIVEONE WEALTH, LLC | Independent wealth | Nov 16, 2018 | Jan 14, 2022 | no | Boise, ID|OVERLAND PARK, KS | Previous registration |
| DECKER RETIREMENT PLANNING INC. | Independent wealth | Jun 11, 2018 | Sep 19, 2018 | no | LEHI, UT|Meridian, ID | Previous registration |
| INDEPENDENT FINANCIAL GROUP, LLC | Bd affiliated wealth | Mar 20, 2008 | Jan 22, 2009 | no | SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| USALLIANZ SECURITIES, INC. | n/a | Feb 24, 2006 | Apr 11, 2006 | no | MINNEAPOLIS, MN | Previous registration |
| AMERICAN SKANDIA ADVISORY SERVICES, INC. | n/a | Mar 7, 2003 | Mar 24, 2004 | no | SHELTON, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS LLC | LPL FINANCIAL LLC | May 10, 2023 | May 11, 2023 | 1 | Firm change | RIA to ibd |
| CREATIVEONE WEALTH, LLC | FOUNDATIONS INVESTMENT ADVISORS LLC | Jan 14, 2022 | Jan 21, 2022 | 7 | Firm change | RIA to RIA |
| DECKER RETIREMENT PLANNING INC. | CREATIVEONE WEALTH, LLC | Sep 19, 2018 | Nov 16, 2018 | 58 | Firm change | RIA to RIA |
| INDEPENDENT FINANCIAL GROUP, LLC | DECKER RETIREMENT PLANNING INC. | Jan 22, 2009 | Jun 11, 2018 | 3,427 | Firm change after gap | Other |
| USALLIANZ SECURITIES, INC. | INDEPENDENT FINANCIAL GROUP, LLC | Apr 11, 2006 | Mar 20, 2008 | 709 | Firm change after gap | Other |
| AMERICAN SKANDIA ADVISORY SERVICES, INC. | USALLIANZ SECURITIES, INC. | Mar 24, 2004 | Feb 24, 2006 | 702 | Firm change after gap | Other |