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Advisor at MUELLER WEALTH
MISHICOT, 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 |
|---|---|---|---|---|---|---|
| MUELLER WEALTH | Independent wealth | Mar 31, 2020 | n/a | yes | MISHICOT, WI | Current employment |
| MUTUAL ADVISORS, LLC | Bd affiliated wealth | May 3, 2018 | Mar 31, 2020 | no | Mishicot, WI|Oshkosh, WI | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 7, 2004 | May 11, 2018 | no | BRILLION, WI|APPLETON, WI|NEENAH, WI|SHERWOOD, WI|NEENAH, WI|FOND DU LAC, WI|OSHKOSH, WI|FOND DU LAC, WI|OSHKOSH, WI|MISHICOT, WI|OSHKOSH, WI|OSHKOSH, WI|OSHKOSH, WI|FOND DU LAC, WI|OSHKOSH, WI|OSHKOSH, WI|FOND DU LAC, WI|NEENAH, WI|NEENAH, WI|SHERWOOD, WI|TWO RIVERS, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MUTUAL ADVISORS, LLC | MUELLER WEALTH | Mar 31, 2020 | Mar 31, 2020 | 0 | Firm change | Ibd to RIA |
| LPL FINANCIAL LLC | MUTUAL ADVISORS, LLC | May 11, 2018 | May 3, 2018 | -8 | Firm change | RIA to ibd |