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Advisor at MIDLAND WEALTH MANAGEMENT
EFFINGHAM, IL
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 |
|---|---|---|---|---|---|---|
| MIDLAND WEALTH MANAGEMENT | Other adviser | Jul 14, 2025 | n/a | yes | EFFINGHAM, IL | Current employment |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Jan 24, 2023 | Sep 7, 2023 | no | OMAHA, NE|Leawood, KS|Overland Park, KS | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jan 19, 2021 | Jul 12, 2025 | no | Indianapolis, IN|Leawood, KS|Leawood, KS|Leawood, KS|Overland Park, KS|Omaha, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Jul 12, 2025 | Jan 24, 2023 | -900 | Firm change after gap | Ibd to RIA |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | MIDLAND WEALTH MANAGEMENT | Sep 7, 2023 | Jul 14, 2025 | 676 | Firm change after gap | Other |