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Advisor at ACCEL WEALTH MANAGEMENT
WAVERLY, 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 |
|---|---|---|---|---|---|---|
| ACCEL WEALTH MANAGEMENT | Independent wealth | Jan 16, 2017 | n/a | yes | WAVERLY, IA | Current employment |
| ACCEL WEALTH MANAGEMENT | Former SEC adviser | Jun 30, 2016 | Apr 28, 2017 | no | CEDAR FALLS, IA | Previous registration |
| RDA FINANCIAL NETWORK | Independent wealth | Feb 16, 2010 | Sep 30, 2016 | no | CEDAR FALLS, IA | Previous registration |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Former SEC adviser | Aug 6, 2003 | Feb 12, 2010 | no | WATERLOO, IA|WATERLOO, IA | Previous registration |
| NETWORTH ADVISORS | Former SEC adviser | Jan 1, 1999 | Feb 22, 2011 | no | n/a | Previous registration |
| NETWORTH ADVISORS | Former SEC adviser | Jan 1, 1999 | Dec 31, 2002 | no | WATERLOO, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT | Apr 28, 2017 | Jan 16, 2017 | -102 | Channel change | Other |
| RDA FINANCIAL NETWORK | ACCEL WEALTH MANAGEMENT | Sep 30, 2016 | Jun 30, 2016 | -92 | Firm change after gap | Other |
| NETWORTH ADVISORS | NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Feb 22, 2011 | Aug 6, 2003 | -2,757 | Firm change after gap | Other |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | RDA FINANCIAL NETWORK | Feb 12, 2010 | Feb 16, 2010 | 4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 284214:286201:IA:2017-04-28 | Apr 28, 2017 | Jan 16, 2017 | CEDAR FALLS, IA | Firm change after gap |
| 147309:284214:IA:2016-09-30 | Sep 30, 2016 | Jun 30, 2016 | CEDAR FALLS, IA | Firm change after gap |