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Advisor at ECHO WEALTH MANAGEMENT, LLC
PLYMOUTH, 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 |
|---|---|---|---|---|---|---|
| ECHO WEALTH MANAGEMENT, LLC | Independent wealth | Aug 11, 2022 | n/a | yes | PLYMOUTH, MN | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jan 11, 2021 | Jun 13, 2022 | no | MILWAUKEE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | ECHO WEALTH MANAGEMENT, LLC | Jun 13, 2022 | Aug 11, 2022 | 59 | Firm change | Ibd to RIA |