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Advisor at MONON WEALTH MANAGEMENT
CARMEL, IN
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 |
|---|---|---|---|---|---|---|
| MONON WEALTH MANAGEMENT | Independent wealth | Sep 29, 2017 | n/a | yes | CARMEL, IN | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 3, 2014 | Oct 2, 2017 | no | CARMEL, IN | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Apr 21, 2014 | Oct 9, 2014 | no | MILAN, IN|BLOOMINGTON, IN|NASHVILLE, IN|CARMEL, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MONON WEALTH MANAGEMENT | Oct 2, 2017 | Sep 29, 2017 | -3 | Firm change | Wirehouse to RIA |
| FIFTH THIRD SECURITIES, INC. | WELLS FARGO ADVISORS | Oct 9, 2014 | Oct 3, 2014 | -6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:289413:IN:2017-10-02 | Oct 2, 2017 | Sep 29, 2017 | CARMEL, IN | Firm change |