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Advisor at MONTZ HARCUS WEALTH MANAGEMENT
NEW ORLEANS, LA
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 |
|---|---|---|---|---|---|---|
| MONTZ HARCUS WEALTH MANAGEMENT | Independent wealth | May 17, 2019 | n/a | yes | NEW ORLEANS, LA | Current employment |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Aug 9, 2011 | May 23, 2019 | no | LINCOLN, NE|NEW ORLEANS, LA|NEW ORLEANS, LA|Glendale, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES | MONTZ HARCUS WEALTH MANAGEMENT | May 23, 2019 | May 17, 2019 | -6 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 14869:301963:AZ:2019-05-15 | May 23, 2019 | May 17, 2019 | GLENDALE, AZ | Firm change |