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Advisor at WEALTH ADVISORS OF IOWA, LLC
WEST DES MOINES, IA
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 |
|---|---|---|---|---|---|---|
| WEALTH ADVISORS OF IOWA, LLC | Independent wealth | Mar 10, 2022 | n/a | yes | WEST DES MOINES, IA | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Mar 18, 2021 | Mar 24, 2022 | no | West Des Moines, IA|Omaha, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | WEALTH ADVISORS OF IOWA, LLC | Mar 24, 2022 | Mar 10, 2022 | -14 | Firm change | Ibd to RIA |