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Advisor at LJI WEALTH MANAGEMENT, LLC
INDIANAPOLIS, 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 |
|---|---|---|---|---|---|---|
| LJI WEALTH MANAGEMENT, LLC | Independent wealth | Mar 3, 2010 | n/a | yes | INDIANAPOLIS, IN | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Mar 8, 2005 | Oct 12, 2009 | no | INDIANAPOLIS, IN|INDIANAPOLIS, IN | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jan 16, 2001 | Aug 16, 2004 | no | CARMEL (FISHERS), IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | LJI WEALTH MANAGEMENT, LLC | Oct 12, 2009 | Mar 3, 2010 | 142 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | RAYMOND JAMES & ASSOCIATES, INC. | Aug 16, 2004 | Mar 8, 2005 | 204 | Firm change | Ibd to ibd |