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Advisor at BRIDGEWAY WEALTH MANAGEMENT, LLC
CEDAR RAPIDS, IA
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 |
|---|---|---|---|---|---|---|
| BRIDGEWAY WEALTH MANAGEMENT, LLC | Independent wealth | Jun 30, 2023 | n/a | yes | CEDAR RAPIDS, IA | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 4, 2022 | Jul 20, 2023 | no | Cedar Rapids, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | BRIDGEWAY WEALTH MANAGEMENT, LLC | Jul 20, 2023 | Jun 30, 2023 | -20 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:326547:IA:2023-07-17 | Jul 20, 2023 | Jun 30, 2023 | CEDAR RAPIDS, IA | Firm change |