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Advisor at IAMS WEALTH MANAGEMENT, LLC
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 | Jan 3, 2024 | n/a | yes | OMAHA, NE | Current employment |
| BANCWEST INVESTMENT SERVICES, INC. (BWIS) | Former SEC adviser | Jan 10, 2022 | Jul 28, 2023 | no | OMAHA, NE | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Jun 30, 2020 | Aug 13, 2021 | no | OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BANCWEST INVESTMENT SERVICES, INC. (BWIS) | IAMS WEALTH MANAGEMENT, LLC | Jul 28, 2023 | Jan 3, 2024 | 159 | Firm change | Ibd to RIA |
| THRIVENT INVESTMENT MANAGEMENT INC. | BANCWEST INVESTMENT SERVICES, INC. (BWIS) | Aug 13, 2021 | Jan 10, 2022 | 150 | Firm change | Ibd to ibd |