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Advisor at MAGNOLIA WEALTH MANAGEMENT LLC
DOTHAN, 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 |
|---|---|---|---|---|---|---|
| MAGNOLIA WEALTH MANAGEMENT LLC | Independent wealth | Aug 13, 2018 | n/a | yes | DOTHAN, AL | Current employment |
| J. W. COLE ADVISORS, INC. | Bd affiliated wealth | Jun 12, 2015 | Oct 16, 2018 | no | DOTHAN, AL|TAMPA, FL | Previous registration |
| SUMMIT FINANCIAL GROUP INC | Former SEC adviser | May 27, 2015 | Jun 12, 2015 | no | DOTHAN, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J. W. COLE ADVISORS, INC. | MAGNOLIA WEALTH MANAGEMENT LLC | Oct 16, 2018 | Aug 13, 2018 | -64 | Firm change after gap | RIA to RIA |
| SUMMIT FINANCIAL GROUP INC | J. W. COLE ADVISORS, INC. | Jun 12, 2015 | Jun 12, 2015 | 0 | Firm change | Other |