DFX Intelligence
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Reading the graph
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Advisor at A••••••• W••••• M••••••••• I•••
GREER, 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 |
|---|---|---|---|---|---|---|
| A••••••• W••••• M••••••••• I••• | State registered | Jan 1, 2026 | n/a | yes | GREER, SC | Current employment |
| A••••••• W••••• M••••••••• I••• | State registered | Jan 19, 2017 | Dec 31, 2024 | no | GREER, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U•• F•••••••• S••••••• I••• | A••••••• W••••• M••••••••• I••• | Oct 6, 2009 | Oct 5, 2009 | -1 | Firm change | Wirehouse to state RIA |
| M••••• S•••••• D• I••• | U•• F•••••••• S••••••• I••• | Jan 29, 2007 | Jan 26, 2007 |
| A••••••• W••••• M••••••••• I••• | State registered | Oct 5, 2009 | Dec 31, 2016 | no | TOWSON, MD | Previous registration |
| U•• F•••••••• S••••••• I••• | Wirehouse | Jan 26, 2007 | Oct 6, 2009 | no | HUNT VALLEY, MD | Previous registration |
| M••••• S•••••• D• I••• | n/a | Oct 25, 2004 | Jan 29, 2007 | no | HUNT VALLEY, MD|HUNT VALLEY, MD | Previous registration |
| -3 |
| Firm change |
| Other |