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Advisor at IAMS WEALTH MANAGEMENT, LLC
Springfield, IL | OMAHA, NE
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 |
|---|---|---|---|---|---|---|
| IAMS WEALTH MANAGEMENT, LLC | Independent wealth | Jul 23, 2021 | n/a | yes | Springfield, IL|OMAHA, NE | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jun 21, 2019 | Apr 26, 2021 | no | OAK BROOK, IL|SPRINGFIELD, IL | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | May 25, 2009 | Apr 5, 2011 | no | SPRINGFIELD, IL|SPRINGFIELD, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | IAMS WEALTH MANAGEMENT, LLC | Apr 26, 2021 | Jul 23, 2021 | 88 | Firm change | Ibd to RIA |