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Advisor at BCA PRIVATE WEALTH, INC.
GREENVILLE, SC
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 |
|---|---|---|---|---|---|---|
| DISCIPLINE WEALTH SOLUTIONS, INC. | Independent wealth | Dec 6, 2023 | n/a | yes | GREENVILLE, SC | Current employment |
| BCA PRIVATE WEALTH, INC. | Independent wealth | Oct 24, 2019 | n/a | yes | GREENVILLE, SC | Current employment |
| APEXIUM FINANCIAL LP | Former SEC adviser | Oct 6, 2016 | Apr 5, 2017 | no | Philadelphia, PA | Previous registration |
| EFFICIENT ADVISORS | Former SEC adviser | Sep 6, 2013 | Oct 15, 2019 | no | MASON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EFFICIENT ADVISORS | APEXIUM FINANCIAL LP | Oct 15, 2019 | Oct 6, 2016 | -1,104 | Firm change after gap | Other |
| APEXIUM FINANCIAL LP | BCA PRIVATE WEALTH, INC. | Apr 5, 2017 | Oct 24, 2019 | 932 | Firm change after gap | Other |