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Advisor at JACOBSON & SCHMITT ADVISORS, LLC
MIDDLETON, 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 |
|---|---|---|---|---|---|---|
| JACOBSON & SCHMITT ADVISORS, LLC | Independent wealth | Feb 1, 2018 | n/a | yes | MIDDLETON, WI | Current employment |
| WADDELL & REED | Former SEC adviser | Sep 30, 2015 | Jan 25, 2018 | no | WAUKESHA, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WADDELL & REED | JACOBSON & SCHMITT ADVISORS, LLC | Jan 25, 2018 | Feb 1, 2018 | 7 | Firm change | Other |