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Advisor at PRIVATE GROUP WEALTH MANAGEMENT, LLC
Fort Lauderdale, FL
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 |
|---|---|---|---|---|---|---|
| PRIVATE GROUP WEALTH MANAGEMENT, LLC | State registered | Sep 2, 2005 | n/a | yes | Fort Lauderdale, FL | Current employment |
| ARAGON VALUE PARTNERS, LLC | n/a | Mar 1, 2017 | Nov 30, 2022 | no | Fort Lauderdale, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 1, 2003 | Apr 28, 2005 | no | CORPUS CHRISTI, TX | Previous registration |
| PRUDENTIAL EQUITY GROUP, LLC | n/a | Jun 2, 2000 | Jul 1, 2003 | no | CORPUS CHRISTI, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARAGON VALUE PARTNERS, LLC | n/a | Nov 30, 2022 | n/a | n/a | Departure no registered destination | Departure |
| WELLS FARGO ADVISORS | PRIVATE GROUP WEALTH MANAGEMENT, LLC | Apr 28, 2005 | Sep 2, 2005 | 127 | Firm change | Wirehouse to state RIA |
| PRUDENTIAL EQUITY GROUP, LLC | WELLS FARGO ADVISORS | Jul 1, 2003 | Jul 1, 2003 | 0 | Bulk transfer | Other |