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CRD 293191
GREEN BAY, 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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| WILLIAM ROBERT CHAMBERS | Certified Financial Planner|Chartered Financial Consultant | GREEN BAY, WI | 8 | 42 | 4 | no |
| WENDY RAE Loch | Certified Financial Planner | GREEN BAY, WI | 0 | 21 | 1 | no |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | n/a | 1 | 0 | 0 | 1 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PACKERLAND BROKERAGE SERVICES, INC. | 2 | May 31, 2018 | Jul 21, 2026 | GREEN BAY, WI | Team lift out | RIA to state RIA | 2.3% |