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Advisor at COLONIAL RIVER WEALTH MANAGEMENT LLC
MIDLOTHIAN, 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 |
|---|---|---|---|---|---|---|
| COLONIAL RIVER WEALTH MANAGEMENT LLC | Independent wealth | Nov 30, 2017 | n/a | yes | MIDLOTHIAN, VA | Current employment |
| THE MAIN STREET GROUP | Independent wealth | Oct 15, 2015 | Jan 22, 2018 | no | GLEN ALLEN, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 13, 2002 | Jan 13, 2003 | no | VALLEY STREAM, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE MAIN STREET GROUP | COLONIAL RIVER WEALTH MANAGEMENT LLC | Jan 22, 2018 | Nov 30, 2017 | -53 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | THE MAIN STREET GROUP | Jan 13, 2003 | Oct 15, 2015 | 4,658 | Firm change after gap | Wirehouse to RIA |