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Advisor at ELEVATION POINT WEALTH PARTNERS, LLC
Minneapolis, MN
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 |
|---|---|---|---|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | Independent wealth | Jun 25, 2021 | n/a | yes | Minneapolis, MN | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 3, 2011 | Jul 1, 2021 | no | EDINA, MN|WAYZATA, MN|MINNEAPOLIS, MN | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Apr 25, 2006 | Jan 3, 2011 | no | OMAHA, NE|OMAHA, NE|EDINA, MN|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | ELEVATION POINT WEALTH PARTNERS, LLC | Jul 1, 2021 | Jun 25, 2021 | -6 | Firm change | Wirehouse to RIA |
| WELLS FARGO INVESTMENTS, LLC | WELLS FARGO ADVISORS | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |