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Advisor at ACUMEN WEALTH ADVISORS, LLC
CHATTANOOGA, TN
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 |
|---|---|---|---|---|---|---|
| ACUMEN WEALTH ADVISORS, LLC | Independent wealth | Oct 13, 2020 | n/a | yes | CHATTANOOGA, TN | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Aug 5, 2020 | Sep 28, 2020 | no | CHATTANOOGA, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | ACUMEN WEALTH ADVISORS, LLC | Sep 28, 2020 | Oct 13, 2020 | 15 | Firm change | Wirehouse to RIA |