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Advisor at INSIGHT SECURITIES, INC.
Indian Land, SC | Fort Mill, 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 |
|---|---|---|---|---|---|---|
| INSIGHT SECURITIES, INC. | Mixed wealth | Apr 14, 2021 | n/a | yes | Fort Mill, SC|Indian Land, SC | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Nov 17, 2008 | Dec 3, 2019 | no | Coral Gables, FL|London|Bethesda, MD | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 1, 2000 | Mar 2, 2005 | no | MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | INSIGHT SECURITIES, INC. | Dec 3, 2019 | Apr 14, 2021 | 498 | Firm change after gap | Ibd to RIA |
| WELLS FARGO ADVISORS | CHARLES SCHWAB & CO., INC. | Mar 2, 2005 | Nov 17, 2008 | 1,356 | Firm change after gap | Wirehouse to ibd |