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Advisor at AE WEALTH MANAGEMENT, LLC
Denham Springs, LA
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 |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jan 19, 2017 | n/a | yes | Denham Springs, LA | Current employment |
| PRESLEY WEALTH MANAGEMENT, LLC | n/a | Nov 29, 2016 | Jan 19, 2017 | no | DENHAM SPRINGS, LA | Previous registration |
| FREEDOM INVESTMENT MANAGEMENT, INC. | Independent wealth | Aug 31, 2015 | Nov 29, 2016 | no | DENHAM SPRINGS, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRESLEY WEALTH MANAGEMENT, LLC | AE WEALTH MANAGEMENT, LLC | Jan 19, 2017 | Jan 19, 2017 | 0 | Firm change | Other |
| FREEDOM INVESTMENT MANAGEMENT, INC. | PRESLEY WEALTH MANAGEMENT, LLC | Nov 29, 2016 | Nov 29, 2016 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281309:282580:LA:2017-01-19 | Jan 19, 2017 | Jan 19, 2017 | DENHAM SPRINGS, LA | Firm change |
| 126052:281309:LA:2016-11-29 | Nov 29, 2016 | Nov 29, 2016 | DENHAM SPRINGS, LA | Firm change |