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Advisor at 44 WEALTH MANAGEMENT LLC
EUGENE, OR
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 |
|---|---|---|---|---|---|---|
| 44 WEALTH MANAGEMENT LLC | Independent wealth | Aug 27, 2020 | n/a | yes | EUGENE, OR | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 21, 2016 | Aug 25, 2020 | no | EUGENE, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 44 WEALTH MANAGEMENT LLC | Aug 25, 2020 | Aug 27, 2020 | 2 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:309647:OR:2020-08-25 | Aug 25, 2020 | Aug 27, 2020 | EUGENE, OR | Firm change |