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Advisor at MUNN WEALTH MANAGEMENT, LLC
MAUMEE, OH
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 |
|---|---|---|---|---|---|---|
| MUNN WEALTH MANAGEMENT, LLC | Independent wealth | Sep 11, 2017 | n/a | yes | MAUMEE, OH | Current employment |
| CAMELOT PORTFOLIOS, LLC | Independent wealth | Dec 5, 2012 | Nov 27, 2020 | no | MAUMEE, OH | Previous registration |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Jan 4, 2011 | Dec 4, 2014 | no | MAUMEE, OH | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 13, 2008 | Aug 5, 2009 | no | TOLEDO, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMELOT PORTFOLIOS, LLC | MUNN WEALTH MANAGEMENT, LLC | Nov 27, 2020 | Sep 11, 2017 | -1,173 | Firm change after gap | Other |
| NEXT FINANCIAL GROUP, INC. | CAMELOT PORTFOLIOS, LLC | Dec 4, 2014 | Dec 5, 2012 | -729 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | NEXT FINANCIAL GROUP, INC. | Aug 5, 2009 | Jan 4, 2011 | 517 | Firm change after gap | Other |