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Advisor at TANDEM INVESTMENT ADVISORS INC
CHARLESTON, SC
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 |
|---|---|---|---|---|---|---|
| TANDEM INVESTMENT ADVISORS INC | Independent wealth | Feb 22, 2024 | n/a | yes | CHARLESTON, SC | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Apr 8, 2021 | Aug 2, 2022 | no | MOBILE, AL | Previous registration |
| FLORIDA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Oct 14, 2020 | Feb 22, 2021 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | TANDEM INVESTMENT ADVISORS INC | Aug 2, 2022 | Feb 22, 2024 | 569 | Firm change after gap | Ibd to RIA |
| FLORIDA FINANCIAL ADVISORS, LLC | AE WEALTH MANAGEMENT, LLC | Feb 22, 2021 | Apr 8, 2021 | 45 | Firm change | Ibd to ibd |