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Advisor at DANA INVESTMENT ADVISORS INC
Milwaukee, WI
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 |
|---|---|---|---|---|---|---|
| DANA INVESTMENT ADVISORS INC | Mixed wealth | Jun 1, 2022 | n/a | yes | Milwaukee, WI | Current employment |
| LEGACY CAPITAL PARTNERS, INC. | Former SEC adviser | Aug 30, 2017 | Jun 3, 2022 | no | MILWAUKEE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEGACY CAPITAL PARTNERS, INC. | DANA INVESTMENT ADVISORS INC | Jun 3, 2022 | Jun 1, 2022 | -2 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105735:105879:WI:2022-06-03 | Jun 3, 2022 | Jun 1, 2022 | MILWAUKEE, WI | Firm change |