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Advisor at VANGUARD ADVISERS, INC.
CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Jun 22, 2022 | n/a | yes | CHARLOTTE, NC | Current employment |
| SELECTIVE WEALTH MANAGEMENT, INC. | Independent wealth | Oct 7, 2020 | May 19, 2022 | no | FOREST, VA|HUNTERSVILLE, NC | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Aug 23, 2018 | Oct 15, 2020 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SELECTIVE WEALTH MANAGEMENT, INC. | VANGUARD ADVISERS, INC. | May 19, 2022 | Jun 22, 2022 | 34 | Firm change | RIA to ibd |
| VANGUARD ADVISERS, INC. | SELECTIVE WEALTH MANAGEMENT, INC. | Oct 15, 2020 | Oct 7, 2020 | -8 | Firm change | Ibd to RIA |