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Advisor at FIDUCIENT ADVISORS LLC
CHICAGO, IL | MCLEAN, VA
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 |
|---|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | Mixed wealth | Mar 22, 2018 | n/a | yes | MCLEAN, VA|CHICAGO, IL | Current employment |
| ORION INVESTMENT ADVISORS, LLC | Former SEC adviser | Oct 25, 2016 | Mar 28, 2018 | no | MCLEAN, VA|MCLEAN, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 16, 2005 | Mar 1, 2016 | no | MCLEAN, VA|MCLEAN, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Apr 21, 2005 | Sep 16, 2005 | no | MCLEAN, VA | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Jun 18, 2003 | May 13, 2004 | no | BETHESDA, MD | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 11, 2002 | May 28, 2003 | no | VIENNA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORION INVESTMENT ADVISORS, LLC | FIDUCIENT ADVISORS LLC | Mar 28, 2018 | Mar 22, 2018 | -6 | Firm change | Other |
| WELLS FARGO ADVISORS | ORION INVESTMENT ADVISORS, LLC | Mar 1, 2016 | Oct 25, 2016 | 238 | Firm change | Other |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Sep 16, 2005 | Sep 16, 2005 | 0 | Channel change | Wirehouse to wirehouse |
| TD AMERITRADE, INC. | WELLS FARGO ADVISORS | May 13, 2004 | Apr 21, 2005 | 343 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | TD AMERITRADE, INC. | May 28, 2003 | Jun 18, 2003 | 21 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 148966:106720:VA:2018-03-28 | Mar 28, 2018 | Mar 22, 2018 | MCLEAN, VA | Firm change |
| 11025:148966:VA:2016-03-01 | Mar 1, 2016 | Oct 25, 2016 | MCLEAN, VA | Firm change |