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Advisor at CEDAR VALLEY WEALTH ADVISORS
CEDAR FALLS, IA
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 |
|---|---|---|---|---|---|---|
| CEDAR VALLEY WEALTH ADVISORS | Independent wealth | Feb 26, 2010 | n/a | yes | CEDAR FALLS, IA | Current employment |
| HOGAN CAPITAL MANAGEMENT, INC. | n/a | Nov 19, 2001 | Jan 7, 2010 | no | WATERLOO, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HOGAN CAPITAL MANAGEMENT, INC. | CEDAR VALLEY WEALTH ADVISORS | Jan 7, 2010 | Feb 26, 2010 | 50 | Firm change | Other |