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Advisor at PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
PORTLAND, OR
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 |
|---|---|---|---|---|---|---|
| PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | Independent wealth | Mar 23, 2026 | n/a | yes | PORTLAND, OR|PORTLAND, OR | Current employment |
| FISHER INVESTMENTS | Independent wealth | Jan 22, 2021 | Sep 16, 2025 | no | PLANO, TX|Camas, WA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 13, 2018 | Jan 11, 2021 | no | CINCINNATI, OH|CINCINNATI, OH|CINCINNATI, OH|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | Sep 16, 2025 | Mar 23, 2026 | 188 | Firm change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FISHER INVESTMENTS | Jan 11, 2021 | Jan 22, 2021 | 11 | Firm change | Wirehouse to RIA |