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Advisor at PRIVATE CLIENT SERVICES, LLC
Louisville, KY | LOUISVILLE, KY
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 CLIENT SERVICES, LLC | Bd affiliated wealth | May 3, 2010 | n/a | yes | Louisville, KY|LOUISVILLE, KY | Current employment |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Feb 20, 2008 | May 6, 2010 | no | LOUISVILLE, KY | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 22, 2000 | Feb 19, 2008 | no | LOUISVILLE, KY|LOUISVILLE, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES, INC. | PRIVATE CLIENT SERVICES, LLC | May 6, 2010 | May 3, 2010 | -3 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | WOODBURY FINANCIAL SERVICES, INC. | Feb 19, 2008 | Feb 20, 2008 | 1 | Firm change | Other |