DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at VESTIA PERSONAL WEALTH ADVISORS
SIMPSONVILLE, SC | FORT WAYNE, IN
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 |
|---|---|---|---|---|---|---|
| VESTIA PERSONAL WEALTH ADVISORS | Independent wealth | Nov 9, 2021 | n/a | yes | SIMPSONVILLE, SC|FORT WAYNE, IN | Current employment |
| LARSON FINANCIAL GROUP, LLC | Bd affiliated wealth | Jun 30, 2017 | Jan 2, 2018 | no | Indianapolis, IN|SAINT LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LARSON FINANCIAL GROUP, LLC | VESTIA PERSONAL WEALTH ADVISORS | Jan 2, 2018 | Nov 9, 2021 | 1,407 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 140599:290565:MO:2018-01-02 | Jan 2, 2018 | Nov 9, 2021 | SAINT LOUIS, MO | Firm change after gap |