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Advisor at PRIVATE CLIENT SERVICES, LLC
LOUISVILLE, KY | Appleton, 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 |
|---|---|---|---|---|---|---|
| PRIVATE CLIENT SERVICES, LLC | Bd affiliated wealth | Nov 6, 2001 | n/a | yes | LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY|Appleton, WI | Current employment |
| 1717 CAPITAL MANAGEMENT COMPANY | n/a | Sep 19, 1991 | Sep 3, 2003 | no | LOUISVILLE, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| 1717 CAPITAL MANAGEMENT COMPANY | PRIVATE CLIENT SERVICES, LLC | Sep 3, 2003 | Nov 6, 2001 | -666 | Firm change after gap | Other |