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Advisor at MARKS GROUP WEALTH MANAGEMENT, INC.
MINNETONKA, MN | Byron, MN
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 |
|---|---|---|---|---|---|---|
| MARKS GROUP WEALTH MANAGEMENT, INC. | Independent wealth | Aug 23, 2019 | n/a | yes | MINNETONKA, MN|Byron, MN | Current employment |
| MURPHY POHLAD ASSET MANAGEMENT LLC | Independent wealth | Jun 23, 2016 | Nov 14, 2018 | no | EDEN PRAIRIE, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MURPHY POHLAD ASSET MANAGEMENT LLC | MARKS GROUP WEALTH MANAGEMENT, INC. | Nov 14, 2018 | Aug 23, 2019 | 282 | Firm change | RIA to RIA |