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Advisor at BKM WEALTH MANAGEMENT
BROOKFIELD, WI
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 |
|---|---|---|---|---|---|---|
| BKM WEALTH MANAGEMENT | Independent wealth | Mar 3, 2023 | n/a | yes | BROOKFIELD, WI | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Apr 30, 2020 | Mar 6, 2023 | no | BROOKFIELD, WI | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 12, 2012 | Apr 30, 2020 | no | WAUKESHA, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | BKM WEALTH MANAGEMENT | Mar 6, 2023 | Mar 3, 2023 | -3 | Firm change | Wirehouse to new firm |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Apr 30, 2020 | Apr 30, 2020 | 0 | Channel change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:323928:WI:2023-03-06 | Mar 6, 2023 | Mar 3, 2023 | BROOKFIELD, WI | Firm change |
| 19616:11025:WI:2020-04-30 | Apr 30, 2020 | Apr 30, 2020 | WAUKESHA, WI | Firm change |