DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PAMELA PLICK WEALTH MANAGEMENT LLC
PALM DESERT, CA
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 |
|---|---|---|---|---|---|---|
| PAMELA PLICK WEALTH MANAGEMENT LLC | State registered | Jan 20, 2017 | n/a | yes | PALM DESERT, CA | Current employment |
| PAMELA PLICK WEALTH MANAGEMENT LLC | State registered | Nov 14, 2011 | Dec 31, 2016 | no | PALM DESERT, CA | Previous registration |
| EDWARD JONES | National bd RIA | Dec 13, 2007 | Aug 3, 2011 | no | Indian Wells, CA|ST LOUIS, MO|PALM DESERT, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | PAMELA PLICK WEALTH MANAGEMENT LLC | Aug 3, 2011 | Nov 14, 2011 | 103 | Firm change | Ibd to state RIA |