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Advisor at PROVIDENT WEALTH MANAGEMENT
BURLINGTON, NC
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 |
|---|---|---|---|---|---|---|
| PROVIDENT WEALTH MANAGEMENT | State registered | Oct 13, 2025 | n/a | yes | BURLINGTON, NC | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Mar 15, 2023 | Sep 11, 2025 | no | MEBANE, NC|WINSTON SALEM, NC|BURLINGTON, NC|MEBANE, NC|MEBANE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | PROVIDENT WEALTH MANAGEMENT | Sep 11, 2025 | Oct 13, 2025 | 32 | Firm change | Wirehouse to state RIA |