DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MIGRATION WEALTH MANAGEMENT, LLC
AVON, 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 |
|---|---|---|---|---|---|---|
| MIGRATION WEALTH MANAGEMENT, LLC | State registered | Feb 25, 2022 | n/a | yes | AVON, IN | Current employment |
| MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | Independent wealth | Mar 8, 2017 | Feb 24, 2022 | no | INDIANAPOLIS, IN|Indianapolis, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | MIGRATION WEALTH MANAGEMENT, LLC | Feb 24, 2022 | Feb 25, 2022 | 1 | Firm change | RIA to state RIA |