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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 | Apr 16, 2009 | 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 | Aug 2, 2004 | Sep 16, 2005 | no | MCLEAN, 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 | Apr 16, 2009 | -2,511 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Sep 16, 2005 | Sep 16, 2005 | 0 | Channel change | Wirehouse to wirehouse |
| 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 | Apr 16, 2009 | MCLEAN, VA | Firm change after gap |