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Advisor at MONSON WEALTH MANAGEMENT, INC.
KENNEWICK, WA
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 |
|---|---|---|---|---|---|---|
| MONSON WEALTH MANAGEMENT, INC. | Independent wealth | Mar 18, 2014 | n/a | yes | KENNEWICK, WA | Current employment |
| Fsic | Former SEC adviser | Mar 6, 2006 | Apr 28, 2014 | no | KENNEWICK, WA|KENNEWICK, WA|BOCA RATON, FL|BOCA RATON, FL | Previous registration |
| WADDELL & REED | Former SEC adviser | Sep 26, 2000 | Mar 10, 2006 | no | KENNEWICK, WA|KENNEWICK, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Fsic | MONSON WEALTH MANAGEMENT, INC. | Apr 28, 2014 | Mar 18, 2014 | -41 | Firm change after gap | Other |
| WADDELL & REED | Fsic | Mar 10, 2006 | Mar 6, 2006 | -4 | Firm change | Other |