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Advisor at ENDOWMENT WEALTH MANAGEMENT, INC.
APPLETON, WI
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 |
|---|---|---|---|---|---|---|
| ETF MODEL SOLUTIONS, LLC | Independent wealth | Jan 1, 2025 | n/a | yes | APPLETON, WI | Current employment |
| ENDOWMENT WEALTH MANAGEMENT, INC. | Independent wealth | Jan 1, 2025 | n/a | yes | APPLETON, WI | Current employment |
| VISION WEALTH PARTNERS | n/a | Sep 26, 2013 | Dec 31, 2017 | no | APPLETON, WI | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jul 7, 2011 | Sep 27, 2013 | no | New Berlin, WI|MARINETTE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VISION WEALTH PARTNERS | ENDOWMENT WEALTH MANAGEMENT, INC. | Dec 31, 2017 | Jan 1, 2025 | 2,558 | Firm change after gap | Other |
| VOYA FINANCIAL ADVISORS, INC. | VISION WEALTH PARTNERS | Sep 27, 2013 | Sep 26, 2013 | -1 | Firm change | Other |