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Advisor at INNOVATIVE WEALTH BUILDING LLC
CALIFORNIA, MD
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 |
|---|---|---|---|---|---|---|
| INNOVATIVE WEALTH BUILDING LLC | Independent wealth | Jul 9, 2021 | n/a | yes | CALIFORNIA, MD | Current employment |
| FIRST COMMAND ADVISORY SERVICES | Bd affiliated wealth | Jan 5, 2016 | Aug 4, 2021 | no | LEXINGTON PARK, MD|FORT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST COMMAND ADVISORY SERVICES | INNOVATIVE WEALTH BUILDING LLC | Aug 4, 2021 | Jul 9, 2021 | -26 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281958:314942:TX:2021-08-04 | Aug 4, 2021 | Jul 9, 2021 | FORT WORTH, TX | Firm change |