DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PRIMERICA ADVISORS
WAUKESHA, WI
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 |
|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS | National bd RIA | Feb 11, 2026 | n/a | yes | WAUKESHA, WI | Current employment |
| PRIMERICA ADVISORS | National bd RIA | Dec 19, 2019 | Dec 31, 2025 | no | WAUKESHA, WI | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Oct 20, 2004 | Nov 12, 2007 | no | CHICAGO, IL|CHICAGO, IL | Previous registration |
| QUICK & REILLY, INC. | n/a | Mar 3, 2004 | Oct 20, 2004 | no | NORTHBROOK, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BANC OF AMERICA INVESTMENT SERVICES, INC. | PRIMERICA ADVISORS | Nov 12, 2007 | Dec 19, 2019 | 4,420 | Firm change after gap | Other |
| QUICK & REILLY, INC. | BANC OF AMERICA INVESTMENT SERVICES, INC. | Oct 20, 2004 | Oct 20, 2004 | 0 | Bulk transfer | Other |