DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PRIVATE WEALTH ASSET MANAGEMENT
OMAHA, NE
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 |
|---|---|---|---|---|---|---|
| PRIVATE WEALTH ASSET MANAGEMENT | Independent wealth | Sep 9, 2021 | n/a | yes | OMAHA, NE | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Sep 8, 2021 | no | OMAHA, NE|OMAHA, NE|SIOUX FALLS, SD|SIOUX FALLS, SD|OMAHA, NE|OMAHA, NE|MINNEAPOLIS, MN | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Aug 2, 2007 | Jan 1, 2008 | no | ST. LOUIS, MO|OMAHA, NE | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 3, 2006 | Aug 7, 2007 | no | LITTLE ROCK, AR | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Sep 16, 2005 | Apr 18, 2006 | no | OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | PRIVATE WEALTH ASSET MANAGEMENT | Sep 8, 2021 | Sep 9, 2021 | 1 | Firm change | Wirehouse to new firm |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | A. G. EDWARDS & SONS, INC. | Aug 7, 2007 | Aug 2, 2007 | -5 | Firm change | Other |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Apr 18, 2006 | May 3, 2006 | 15 | Firm change | Other |