Financial advisor
Kamar Plunkett
Now at MML Investors Services · Iron Shore Wealth Strategies · New York, NY
Registered as Kamar Kwame Plunkett
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Iron Shore Wealth Strategies | Edward Jones | MML Investors Services | Breakaway | October 20, 2026 | Undisclosed |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | Investment adviser | March 2, 2026 | Current |
| MML INVESTORS SERVICES, LLC | Broker-dealer | March 2, 2026 | Current |
| EDWARD JONES | Investment adviser | July 24, 2023 | March 5, 2026 |
| EDWARD JONES | Broker-dealer | July 24, 2023 | March 5, 2026 |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Investment adviser | June 17, 2019 | July 20, 2023 |
| FIDELITY BROKERAGE SERVICES LLC | Broker-dealer | May 8, 2019 | July 19, 2023 |
| UNFCU ADVISORS LLC | Investment adviser | August 2, 2018 | April 30, 2019 |
| COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC | Broker-dealer | April 30, 2018 | April 23, 2019 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Investment adviser | April 26, 2018 | May 1, 2018 |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | Broker-dealer | April 23, 2018 | May 1, 2018 |
| ADVICE AND PLANNING SERVICES | Investment adviser | May 13, 2016 | March 19, 2018 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Broker-dealer | May 12, 2016 | March 19, 2018 |
| MML INVESTORS SERVICES, LLC | Broker-dealer | November 7, 2011 | May 10, 2016 |
| METLIFE SECURITIES INC. | Investment adviser | June 24, 2010 | September 30, 2011 |
| METLIFE SECURITIES INC. | Broker-dealer | March 30, 2010 | September 30, 2011 |
| CHASE INVESTMENT SERVICES CORP. | Investment adviser | January 5, 2010 | March 29, 2010 |
| CHASE INVESTMENT SERVICES CORP. | Broker-dealer | December 21, 2009 | March 29, 2010 |
| AXA ADVISORS, LLC | Investment adviser | June 10, 2009 | October 28, 2009 |
| AXA ADVISORS, LLC | Broker-dealer | October 31, 2008 | October 28, 2009 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.