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Advisor at ORGEL WEALTH MANAGEMENT, LLC
ALTOONA, 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 |
|---|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT, LLC | Independent wealth | May 4, 2022 | n/a | yes | ALTOONA, WI | Current employment |
| ALLSPRING FUNDS MANAGEMENT, LLC | Asset manager | Feb 22, 2019 | Apr 25, 2022 | no | Menomonee Falls, WI | Previous registration |
| ALLSPRING FUNDS MANAGEMENT, LLC | Asset manager | Dec 27, 2016 | Dec 27, 2018 | no | Menomonee Falls, WI | Previous registration |
| ALLSPRING FUNDS MANAGEMENT, LLC | Asset manager | Sep 12, 2007 | Dec 31, 2014 | no | MENOMONEE FALLS, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALLSPRING FUNDS MANAGEMENT, LLC | ORGEL WEALTH MANAGEMENT, LLC | Apr 25, 2022 | May 4, 2022 | 9 | Firm change | Other |