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Advisor at AUSDAL FINANCIAL PARTNERS, INC.
DOWNERS GROVE, IL | Shorewood, MN
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 |
|---|---|---|---|---|---|---|
| AUSDAL FINANCIAL PARTNERS, INC. | Independent wealth | Aug 31, 2020 | n/a | yes | DOWNERS GROVE, IL|Shorewood, MN | Current employment |
| SSN ADVISORY, INC. | Former SEC adviser | Oct 30, 2017 | Aug 31, 2020 | no | Shorewood, MN | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jan 12, 2016 | Oct 30, 2017 | no | SIOUX CITY, IA|Shorewood, MN|HOPKINS, MN|SHOREWOOD, MN | Previous registration |
| GRADIENT WEALTH MANAGEMENT | Bd affiliated wealth | Apr 28, 2015 | Dec 31, 2015 | no | SHOREWOOD, MN|ARDEN HILLS, MN|Shorewood, MN|ARDEN HILLS, MN | Previous registration |
| GRADIENT ADVISORS, LLC | Independent wealth | Jul 3, 2014 | Apr 24, 2015 | no | SHOREWOOD, MN|ARDEN HILLS, MN | Previous registration |
| CREATIVE FINANCIAL DESIGNS, INC. | Bd affiliated wealth | Dec 2, 2010 | Jul 1, 2014 | no | SHOREWOOD, MN|KOKOMO, IN | Previous registration |
| ASKAR ADVISORS GROUP, INC. | n/a | Oct 20, 2010 | Dec 6, 2010 | no | BLOOMINGTON, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SSN ADVISORY, INC. | AUSDAL FINANCIAL PARTNERS, INC. | Aug 31, 2020 | Aug 31, 2020 | 0 | Firm change | Ibd to RIA |
| VOYA FINANCIAL ADVISORS, INC. | SSN ADVISORY, INC. | Oct 30, 2017 | Oct 30, 2017 | 0 | Firm change | Other |
| GRADIENT WEALTH MANAGEMENT | VOYA FINANCIAL ADVISORS, INC. | Dec 31, 2015 | Jan 12, 2016 | 12 | Firm change | Other |
| GRADIENT ADVISORS, LLC | GRADIENT WEALTH MANAGEMENT | Apr 24, 2015 | Apr 28, 2015 | 4 | Firm change | Other |
| CREATIVE FINANCIAL DESIGNS, INC. | GRADIENT ADVISORS, LLC | Jul 1, 2014 | Jul 3, 2014 | 2 | Firm change | Other |
| ASKAR ADVISORS GROUP, INC. | CREATIVE FINANCIAL DESIGNS, INC. | Dec 6, 2010 | Dec 2, 2010 | -4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152665:127701:MN:2015-02-24 | Apr 24, 2015 | Apr 28, 2015 | ARDEN HILLS, MN | Firm change |