DFX Intelligence
Reading the graph
Reading the graph
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Advisor at J•••••• W••••• I•••
MILWAUKEE, WI
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 |
|---|---|---|---|---|---|---|
| J•••••• W••••• I••• | Mixed wealth | May 8, 2024 | n/a | yes | MILWAUKEE, WI | Current employment |
| P•• W••••• M••••••••• | Bd affiliated wealth | Oct 29, 2012 | Dec 6, 2018 | no | MILWAUKEE, WI|COLUMBUS, OH|PHILADELPHIA, PA|Chicago, IL|MILWAUKEE, WI|MILWAUKEE, WI|Chicago, IL |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| P•• W••••• M••••••••• | J•••••• W••••• I••• | Dec 6, 2018 | May 8, 2024 | 1,980 | Firm change after gap | Ibd to RIA |
| U••• B•••••• I••••••••• I••• | P•• W••••• M••••••••• | Feb 23, 2006 | Oct 29, 2012 |
| U••• B•••••• I••••••••• I••• | Former SEC adviser | Feb 23, 2006 | Feb 23, 2006 | no | Brookfield, WI|Milwaukee, WI|WEST ALLIS, WI | Previous registration |
| F••••• I••••••••• | Independent wealth | Apr 19, 2004 | Mar 11, 2005 | no | MUSKEGO, WI | Previous registration |
| S••••• C•••••• M••••••••• I•• | n/a | Feb 8, 2002 | Mar 16, 2004 | no | MENOMONEE FALLS, WI | Previous registration |
| 2,440 |
| Firm change after gap |
| Other |
| F••••• I••••••••• | U••• B•••••• I••••••••• I••• | Mar 11, 2005 | Feb 23, 2006 | 349 | Firm change | Other |
| S••••• C•••••• M••••••••• I•• | F••••• I••••••••• | Mar 16, 2004 | Apr 19, 2004 | 34 | Firm change | Other |