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Advisor at ADVISORNET WEALTH PARTNERS
MINNETONKA, MN | Frederick, MD
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 |
|---|---|---|---|---|---|---|
| ADVISORNET WEALTH PARTNERS | Independent wealth | Dec 10, 2024 | n/a | yes | Frederick, MD|MINNETONKA, MN | Current employment |
| CAPITAL PORTFOLIO MANAGEMENT, INC. | State registered | Mar 25, 2022 | Dec 23, 2024 | no | FREDERICK, MD|TIMONIUM, MD|Frederick, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL PORTFOLIO MANAGEMENT, INC. | ADVISORNET WEALTH PARTNERS | Dec 23, 2024 | Dec 10, 2024 | -13 | Firm change | Other |