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Advisor at TRUEWEALTH ADVISORS, LLC
HOOVER, AL | Florence, AL | Huntsville, AL
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 |
|---|---|---|---|---|---|---|
| TRUEWEALTH ADVISORS, LLC | Independent wealth | Mar 4, 2021 | n/a | yes | HOOVER, AL|Huntsville, AL|Florence, AL | Current employment |
| CONCOURSE FINANCIAL GROUP ADVISORS | Former SEC adviser | Oct 26, 2009 | Mar 1, 2021 | no | Huntsville, AL|RUSSELLVILLE, AL|BIRMINGHAM, AL|Russellvile, AL|HUNTSVILLE, AL|FLORENCE, AL | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Apr 16, 2007 | Oct 21, 2009 | no | EUPORA, MS|HUNTSVILLE, AL|RUSSELLVILLE, AL | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | May 22, 2002 | May 13, 2004 | no | RUSSELLVILLE, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONCOURSE FINANCIAL GROUP ADVISORS | TRUEWEALTH ADVISORS, LLC | Mar 1, 2021 | Mar 4, 2021 | 3 | Firm change | Ibd to RIA |
| CETERA ADVISOR NETWORKS LLC | CONCOURSE FINANCIAL GROUP ADVISORS | Oct 21, 2009 | Oct 26, 2009 | 5 | Firm change | Other |
| LPL FINANCIAL LLC | CETERA ADVISOR NETWORKS LLC | May 13, 2004 | Apr 16, 2007 | 1,068 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 15708:298838:AL:2021-03-01 | Mar 1, 2021 | Mar 4, 2021 | FLORENCE, AL | Firm change |