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Advisor at BRIDGEWAY WEALTH MANAGEMENT, LLC
CEDAR RAPIDS, IA | Queen Creek, AZ
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 |
|---|---|---|---|---|---|---|
| BRIDGEWAY WEALTH MANAGEMENT, LLC | Independent wealth | Jun 30, 2023 | n/a | yes | Queen Creek, AZ|CEDAR RAPIDS, IA | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 2, 2009 | Jul 17, 2023 | no | CEDAR RAPIDS, IA|CEDAR RAPIDS, IA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Nov 8, 2007 | Jan 2, 2009 | no | CEDAR RAPIDS, IA|FOUNTAIN HILLS, AZ|Queen Creek, AZ | Previous registration |
| HENNINGS STODDARD, INC. | n/a | May 25, 2000 | Dec 31, 2002 | no | CEDAR RAPIDS, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | BRIDGEWAY WEALTH MANAGEMENT, LLC | Jul 17, 2023 | Jun 30, 2023 | -17 | Firm change | Ibd to new firm |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 2, 2009 | Jan 2, 2009 | 0 | Bulk transfer | Other |
| HENNINGS STODDARD, INC. | RAYMOND JAMES FINANCIAL SERVICES, INC. | Dec 31, 2002 | Nov 8, 2007 | 1,773 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:326547:IA:2023-07-17 | Jul 17, 2023 | Jun 30, 2023 | CEDAR RAPIDS, IA | Firm change |