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Advisor at CORE WEALTH MANAGEMENT, LLC
OKLAHOMA CITY, OK
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 |
|---|---|---|---|---|---|---|
| CORE WEALTH MANAGEMENT, LLC | State registered | Sep 19, 2011 | n/a | yes | OKLAHOMA CITY, OK | Current employment |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Former SEC adviser | Apr 10, 2003 | Nov 23, 2010 | no | TULSA, OK|LAWTON, OK|OKLAHOMA CITY, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | CORE WEALTH MANAGEMENT, LLC | Nov 23, 2010 | Sep 19, 2011 | 300 | Firm change | Other |