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Advisor at HAFELE INVESTMENTS
LOUISVILLE, KY
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 |
|---|---|---|---|---|---|---|
| HAFELE INVESTMENTS | Asset manager | Jun 26, 2026 | n/a | yes | LOUISVILLE, KY | Current employment |
| PRIVATE CLIENT SERVICES, LLC | Bd affiliated wealth | Feb 20, 2025 | Jun 26, 2026 | no | Louisville, KY|LOUISVILLE, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIVATE CLIENT SERVICES, LLC | HAFELE INVESTMENTS | Jun 26, 2026 | Jun 26, 2026 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 120222:341803:KY:2026-06-26 | Jun 26, 2026 | Jun 26, 2026 | LOUISVILLE, KY | Firm change |