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Advisor at WEALTH MANAGEMENT ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| WEALTH MANAGEMENT ADVISORS, LLC | Independent wealth | Sep 27, 2017 | n/a | yes | GREENVILLE, SC | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 8, 2016 | Sep 5, 2017 | no | EASLEY, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | WEALTH MANAGEMENT ADVISORS, LLC | Sep 5, 2017 | Sep 27, 2017 | 22 | Firm change | Other |