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Advisor at IMPRINT WEALTH LLC
Mount Pleasant, SC | MOUNT PLEASANT, 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 |
|---|---|---|---|---|---|---|
| IMPRINT WEALTH LLC | Independent wealth | Apr 9, 2024 | n/a | yes | MOUNT PLEASANT, SC|Mount Pleasant, SC | Current employment |
| EUDAIMONIA PARTNERS, LLC | Former SEC adviser | Feb 1, 2019 | Sep 23, 2022 | no | Mt. Pleasant, SC|WINCHESTER, TN|Mount Pleasant, SC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 1, 2016 | Jan 9, 2019 | no | CHARLESTON, SC|BEVERLY HILLS, CA|CHARLESTON, SC|CHARLESTON, SC | Previous registration |
| MORGAN STANLEY | Wirehouse | Feb 3, 2014 | Dec 1, 2016 | no | PURCHASE, NY|Pasadena, CA|Rolling Hills Estates, CA|Westlake Village, CA|Beverly Hills, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EUDAIMONIA PARTNERS, LLC | IMPRINT WEALTH LLC | Sep 23, 2022 | Apr 9, 2024 | 564 | Firm change after gap | RIA to RIA |
| WELLS FARGO ADVISORS | EUDAIMONIA PARTNERS, LLC | Jan 9, 2019 | Feb 1, 2019 | 23 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY | WELLS FARGO ADVISORS | Dec 1, 2016 | Dec 1, 2016 | 0 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:19616:CA:2016-11-28 | Dec 1, 2016 | Dec 1, 2016 | BEVERLY HILLS, CA | Firm change |