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Advisor at NATIONWIDE INVESTMENT ADVISORS, LLC
COLUMBUS, OH
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 |
|---|---|---|---|---|---|---|
| NATIONWIDE INVESTMENT ADVISORS, LLC | Bd affiliated wealth | Aug 30, 2023 | n/a | yes | COLUMBUS, OH | Current employment |
| CREATIVE PLANNING | Independent wealth | Oct 11, 2022 | Jun 13, 2023 | no | OVERLAND PARK, KS|Atlanta, GA | Previous registration |
| WIPFLI FINANCIAL ADVISORS, LLC | Former SEC adviser | May 31, 2022 | Oct 12, 2022 | no | ATLANTA, GA|MILWAUKEE, WI | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 7, 2018 | Jan 20, 2022 | no | HAMDEN, CT|MELVILLE, NY|HAMDEN, CT|NORTH HAVEN, CT|PURCHASE, NY|ATLANTA, GA|ATLANTA, GA|SUWANEE, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVE PLANNING | NATIONWIDE INVESTMENT ADVISORS, LLC | Jun 13, 2023 | Aug 30, 2023 | 78 | Firm change | RIA to ibd |
| WIPFLI FINANCIAL ADVISORS, LLC | CREATIVE PLANNING | Oct 12, 2022 | Oct 11, 2022 | -1 | Bulk transfer | RIA to RIA |
| WELLS FARGO ADVISORS | WIPFLI FINANCIAL ADVISORS, LLC | Jan 20, 2022 | May 31, 2022 | 131 | Firm change | Wirehouse to RIA |