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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 | Jun 11, 2026 | n/a | yes | Louisville, KY|LOUISVILLE, KY | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 10, 2020 | Jun 2, 2026 | no | LOUISVILLE, KY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | PRIVATE CLIENT SERVICES, LLC | Jun 2, 2026 | Jun 11, 2026 | 9 | Firm change | Wirehouse to ibd |