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Advisor at LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC
MADISON, 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 |
|---|---|---|---|---|---|---|
| LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC | Independent wealth | Sep 28, 2015 | n/a | yes | MADISON, WI | Current employment |
| POEHLING CAPITAL MANAGEMENT, INC. | Independent wealth | Oct 9, 2014 | Sep 25, 2015 | no | MADISON, WI | Previous registration |
| HECK CAPITAL ADVISORS, LLC | Other adviser | Apr 29, 2013 | Sep 4, 2014 | no | RHINELANDER, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| POEHLING CAPITAL MANAGEMENT, INC. | LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC | Sep 25, 2015 | Sep 28, 2015 | 3 | Firm change | Other |
| HECK CAPITAL ADVISORS, LLC | POEHLING CAPITAL MANAGEMENT, INC. | Sep 4, 2014 | Oct 9, 2014 | 35 | Firm change | Other |