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Advisor at LARSON WEALTH MANAGEMENT, LLC
WEST BEND, 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 |
|---|---|---|---|---|---|---|
| LARSON WEALTH MANAGEMENT, LLC | State registered | Jul 9, 2013 | n/a | yes | WEST BEND, WI | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 27, 2004 | Jun 17, 2013 | no | SLINGER, WI|RICHFIELD, WI|MILWAUKEE, WI|MILWAUKEE, WI|COLGATE, WI|HARTFORD, WI|HALES CORNERS, WI|MILWAUKEE, WI|BROWN DEER, WI|BROOKFIELD, WI|ALLENTON, WI|WEST BEND, WI|GREMANTOWN, WI|JACKSON, WI|KEWASKUM, WI|WEST BEND, WI|WEST BEND, WI|WEST BEND, WI|WEST BEND, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | LARSON WEALTH MANAGEMENT, LLC | Jun 17, 2013 | Jul 9, 2013 | 22 | Firm change | Other |