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Advisor at N.E.W. ADVISORY SERVICES, LLC
Green Bay, 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 |
|---|---|---|---|---|---|---|
| N.E.W. ADVISORY SERVICES, LLC | Independent wealth | Jul 12, 2023 | n/a | yes | Green Bay, WI | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Sep 20, 2022 | Jul 17, 2023 | no | Green Bay, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | N.E.W. ADVISORY SERVICES, LLC | Jul 17, 2023 | Jul 12, 2023 | -5 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:290405:WI:2023-07-17 | Jul 17, 2023 | Jul 12, 2023 | GREEN BAY, WI | Firm change |