DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FINANCIAL SOLUTIONS, INC.
SKOKIE, 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 |
|---|---|---|---|---|---|---|
| FINANCIAL SOLUTIONS, INC. | State registered | Sep 19, 2023 | n/a | yes | SKOKIE, IL | Current employment |
| FINANCIAL SOLUTIONS, INC. | State registered | May 11, 2022 | Dec 31, 2022 | no | SKOKIE, IL | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Jul 27, 2016 | Nov 16, 2021 | no | Chicago, IL|DALLAS, TX|Lihue, HI|LIHUE, HI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES | FINANCIAL SOLUTIONS, INC. | Nov 16, 2021 | May 11, 2022 | 176 | Firm change | Ibd to state RIA |