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Advisor at AGEMY WEALTH ADVISORS, LLC
DENVER, CO
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 |
|---|---|---|---|---|---|---|
| AGEMY WEALTH ADVISORS, LLC | Independent wealth | Jul 23, 2015 | n/a | yes | DENVER, CO | Current employment |
| CREATIVEONE SECURITIES, LLC | Bd affiliated wealth | Aug 6, 2012 | Jul 23, 2015 | no | Overland Park, KS|GUILFORD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVEONE SECURITIES, LLC | AGEMY WEALTH ADVISORS, LLC | Jul 23, 2015 | Jul 23, 2015 | 0 | Firm change | Other |