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Advisor at MARKS GROUP WEALTH MANAGEMENT, INC.
MINNETONKA, MN
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 |
|---|---|---|---|---|---|---|
| MARKS GROUP WEALTH MANAGEMENT, INC. | Independent wealth | Jan 11, 2018 | n/a | yes | MINNETONKA, MN | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Aug 4, 2016 | Nov 30, 2017 | no | MINNETONKA, MN|WAYZATA, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | MARKS GROUP WEALTH MANAGEMENT, INC. | Nov 30, 2017 | Jan 11, 2018 | 42 | Firm change | Other |