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Advisor at OLIVE BRANCH CAPITAL, LLC
OLIVE BRANCH, MS
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 |
|---|---|---|---|---|---|---|
| OLIVE BRANCH CAPITAL, LLC | Independent wealth | Jan 1, 2025 | n/a | yes | OLIVE BRANCH, MS | Current employment |
| DAVID C. JONES GLOBAL WEALTH MANAGEMENT | Former SEC adviser | Nov 13, 2008 | Nov 13, 2019 | no | GERMANTOWN, TN | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 3, 2008 | Nov 6, 2008 | no | CORDOVA, TN|SAN DIEGO, CA|GERMANTOWN, TN | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 12, 2006 | Nov 3, 2008 | no | CORDOVA, TN|CORDOVA, TN | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 14, 2004 | Sep 12, 2005 | no | MEMPHIS, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DAVID C. JONES GLOBAL WEALTH MANAGEMENT | OLIVE BRANCH CAPITAL, LLC | Nov 13, 2019 | Jan 1, 2025 | 1,876 | Firm change after gap | Other |
| LPL FINANCIAL LLC | DAVID C. JONES GLOBAL WEALTH MANAGEMENT | Nov 6, 2008 | Nov 13, 2008 | 7 | Firm change | Other |
| WELLS FARGO ADVISORS | LPL FINANCIAL LLC | Nov 3, 2008 | Nov 3, 2008 | 0 | Firm change | Other |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Sep 12, 2005 | Sep 12, 2006 | 365 | Channel change | Wirehouse to wirehouse |