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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 | Apr 14, 2011 | n/a | yes | MINNETONKA, MN | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Mar 10, 2000 | Nov 14, 2008 | no | WAYZATA, MN|WAYZATA, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | MARKS GROUP WEALTH MANAGEMENT, INC. | Nov 14, 2008 | Apr 14, 2011 | 881 | Firm change after gap | Other |