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Advisor at BNA WEALTH
ROCK HILL, SC
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 |
|---|---|---|---|---|---|---|
| BNA WEALTH | Independent wealth | Jan 10, 2024 | n/a | yes | ROCK HILL, SC | Current employment |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Aug 16, 2022 | Dec 6, 2023 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | BNA WEALTH | Dec 6, 2023 | Jan 10, 2024 | 35 | Firm change | Ibd to RIA |