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Advisor at STONEWELL FINANCIAL MANAGEMENT LLC
BOISE, 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 |
|---|---|---|---|---|---|---|
| STONEWELL FINANCIAL MANAGEMENT LLC | State registered | Aug 28, 2026 | n/a | yes | BOISE, ID | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | May 1, 2024 | Sep 11, 2026 | no | MERIDIAN, ID | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | STONEWELL FINANCIAL MANAGEMENT LLC | Sep 11, 2026 | Aug 28, 2026 | -14 | Firm change | Ibd to state RIA |