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Advisor at BMSS WESSON WEALTH SOLUTIONS
BIRMINGHAM, AL
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 |
|---|---|---|---|---|---|---|
| BMSS WESSON WEALTH SOLUTIONS | Independent wealth | Aug 3, 2018 | n/a | yes | BIRMINGHAM, AL | Current employment |
| ONEASCENT FINANCIAL SERVICES LLC | Independent wealth | Aug 30, 2017 | Aug 6, 2018 | no | Birmingham, AL|BIRMINGHAM, AL | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Jun 29, 2017 | Aug 30, 2017 | no | Birmingham, AL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 28, 2007 | Aug 7, 2012 | no | CHARLOTTE, NC|BIRMINGHAM, AL|BIRMINGHAM, AL|BIRMINGHAM, AL|BIRMINGHAM, AL|BIRMINGHAM, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ONEASCENT FINANCIAL SERVICES LLC | BMSS WESSON WEALTH SOLUTIONS | Aug 6, 2018 | Aug 3, 2018 | -3 | Firm change | RIA to RIA |
| PNC WEALTH MANAGEMENT | ONEASCENT FINANCIAL SERVICES LLC | Aug 30, 2017 | Aug 30, 2017 | 0 | Firm change | Other |
| WELLS FARGO ADVISORS | PNC WEALTH MANAGEMENT | Aug 7, 2012 | Jun 29, 2017 | 1,787 | Firm change after gap | Other |