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Reading the graph
Advisor at LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC
MADISON, WI
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 |
|---|---|---|---|---|---|---|
| LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC | Independent wealth | Oct 28, 2015 | n/a | yes | MADISON, WI | Current employment |
| POEHLING CAPITAL MANAGEMENT, INC. | Independent wealth | Oct 23, 2012 | Dec 16, 2015 | no | MADISON, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| POEHLING CAPITAL MANAGEMENT, INC. | LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC | Dec 16, 2015 | Oct 28, 2015 | -49 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 131668:281302:WI:2015-12-16 | Dec 16, 2015 | Oct 28, 2015 | MADISON, WI | Firm change after gap |