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Advisor at BUWICK GROUP WEALTH MANAGEMENT, LLC
NORMAN, OK
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 |
|---|---|---|---|---|---|---|
| BUWICK GROUP WEALTH MANAGEMENT, LLC | State registered | Jan 20, 2025 | n/a | yes | NORMAN, OK | Current employment |
| BUWICK GROUP WEALTH MANAGEMENT, LLC | State registered | Apr 23, 2019 | May 2, 2019 | no | NORMAN, OK | Previous registration |
| INVESTMENT COUNSELING SERVICES, INC. | n/a | Aug 22, 2014 | May 2, 2019 | no | NORMAN, OK|Norman, OK | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 20, 2008 | Sep 11, 2014 | no | NORMAN, OK|SAN DIEGO, CA|NORMAN, OK | Previous registration |
| INVESTMENT ADVISOR SOLUTIONS, L.L.C. | n/a | Jun 9, 2003 | Aug 8, 2008 | no | NORMAN, OK | Previous registration |
| MOMENTUM INDEPENDENT NETWORK INC. | Bd affiliated wealth | Jan 6, 2003 | Jun 12, 2008 | no | NORMAN, OK|NORMAN, OK | Previous registration |
| RUSHMORE INVESTMENT ADVISORS INC | Former SEC adviser | Feb 26, 2002 | Sep 13, 2006 | no | NORMAN, OK | Previous registration |
| PHILLIPS CAPITAL ADVISORS, INC. | Former SEC adviser | Dec 8, 1999 | Feb 27, 2003 | no | OKLAHOMA CITY, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INVESTMENT COUNSELING SERVICES, INC. | BUWICK GROUP WEALTH MANAGEMENT, LLC | May 2, 2019 | Apr 23, 2019 | -9 | Firm change | Other |
| LPL FINANCIAL LLC | INVESTMENT COUNSELING SERVICES, INC. | Sep 11, 2014 | Aug 22, 2014 | -20 | Firm change | Other |
| INVESTMENT ADVISOR SOLUTIONS, L.L.C. | LPL FINANCIAL LLC | Aug 8, 2008 | Jun 20, 2008 | -49 | Firm change after gap | Other |
| MOMENTUM INDEPENDENT NETWORK INC. | INVESTMENT ADVISOR SOLUTIONS, L.L.C. | Jun 12, 2008 | Jun 9, 2003 | -1,830 | Firm change after gap | Other |
| RUSHMORE INVESTMENT ADVISORS INC | MOMENTUM INDEPENDENT NETWORK INC. | Sep 13, 2006 | Jan 6, 2003 | -1,346 | Firm change after gap | Other |
| PHILLIPS CAPITAL ADVISORS, INC. | RUSHMORE INVESTMENT ADVISORS INC | Feb 27, 2003 | Feb 26, 2002 | -366 | Firm change after gap | Other |