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Advisor at PRIVATE CLIENT SERVICES, LLC
LOUISVILLE, KY | Louisville, KY
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 |
|---|---|---|---|---|---|---|
| PRIVATE CLIENT SERVICES, LLC | Bd affiliated wealth | Mar 28, 2008 | n/a | yes | LOUISVILLE, KY|Louisville, KY|LOUISVILLE, KY | Current employment |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Nov 14, 2007 | May 6, 2010 | no | LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES, INC. | PRIVATE CLIENT SERVICES, LLC | May 6, 2010 | Mar 28, 2008 | -769 | Firm change after gap | Other |