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Advisor at PROFUSION PRIVATE WEALTH
ST. LOUIS, MO
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 |
|---|---|---|---|---|---|---|
| PROFUSION PRIVATE WEALTH | Independent wealth | Apr 17, 2015 | n/a | yes | ST. LOUIS, MO | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 8, 2011 | Apr 17, 2013 | no | MCLEAN, VA | Previous registration |
| FULCRUM ADVISORY SERVICES, LLC | Former SEC adviser | Feb 22, 2010 | Jul 12, 2011 | no | MCLEAN, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | PROFUSION PRIVATE WEALTH | Apr 17, 2013 | Apr 17, 2015 | 730 | Firm change after gap | Wirehouse to RIA |
| FULCRUM ADVISORY SERVICES, LLC | WELLS FARGO ADVISORS | Jul 12, 2011 | Jul 8, 2011 | -4 | Firm change | Other |