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Advisor at DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
GREENVILLE, 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 |
|---|---|---|---|---|---|---|
| DBA BIG MONEY RETIREMENT AND BIG RETIREMENT | Independent wealth | Oct 31, 2024 | n/a | yes | GREENVILLE, SC | Current employment |
| TD PRIVATE CLIENT WEALTH LLC | Bd affiliated wealth | Sep 16, 2021 | Sep 16, 2024 | no | Greenville, SC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 12, 2019 | Sep 1, 2021 | no | GREENVILLE, SC|GREENVILLE, SC|GREENVILLE, SC | Previous registration |
| FIRST COMMAND ADVISORY SERVICES | Bd affiliated wealth | Jan 18, 2019 | Oct 24, 2019 | no | Greenville, SC|FORT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TD PRIVATE CLIENT WEALTH LLC | DBA BIG MONEY RETIREMENT AND BIG RETIREMENT | Sep 16, 2024 | Oct 31, 2024 | 45 | Firm change | Ibd to RIA |
| WELLS FARGO ADVISORS | TD PRIVATE CLIENT WEALTH LLC | Sep 1, 2021 | Sep 16, 2021 | 15 | Firm change | Wirehouse to ibd |
| FIRST COMMAND ADVISORY SERVICES | WELLS FARGO ADVISORS | Oct 24, 2019 | Dec 12, 2019 | 49 | Firm change | Ibd to wirehouse |