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Advisor at FSR WEALTH MANAGEMENT, LLC
BELLINGHAM, WA
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 |
|---|---|---|---|---|---|---|
| FSR WEALTH MANAGEMENT, LLC | State registered | Aug 12, 2014 | n/a | yes | BELLINGHAM, WA | Current employment |
| BAY CITY FINANCIAL SERVICES INC | Former SEC adviser | Dec 3, 2002 | Oct 6, 2014 | no | BELLINGHAM, WA|BELLINGHAM, WA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 25, 2001 | Jun 24, 2002 | no | BELLINGHAM, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BAY CITY FINANCIAL SERVICES INC | FSR WEALTH MANAGEMENT, LLC | Oct 6, 2014 | Aug 12, 2014 | -55 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | BAY CITY FINANCIAL SERVICES INC | Jun 24, 2002 | Dec 3, 2002 | 162 | Firm change | Other |