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Advisor at SEMMAX FINANCIAL ADVISORS, INC.
WINSTON-SALEM, 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 |
|---|---|---|---|---|---|---|
| SEMMAX FINANCIAL ADVISORS, INC. | Independent wealth | May 18, 2022 | n/a | yes | WINSTON-SALEM, NC | Current employment |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Jan 18, 2022 | May 2, 2022 | no | Winston-Salem, NC | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Aug 11, 2020 | Jul 19, 2021 | no | High Point, NC|WINSTON-SALEM, NC|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES | SEMMAX FINANCIAL ADVISORS, INC. | May 2, 2022 | May 18, 2022 | 16 | Firm change | Ibd to RIA |
| CUSO FINANCIAL SERVICES, L.P. | AVANTAX ADVISORY SERVICES | Jul 19, 2021 | Jan 18, 2022 | 183 | Firm change | Ibd to ibd |