DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PRIVATE CLIENT SERVICES, LLC
LOUISVILLE, KY | Durham, NC
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 |
|---|---|---|---|---|---|---|
| PRIVATE CLIENT SERVICES, LLC | Bd affiliated wealth | Jan 2, 2025 | n/a | yes | LOUISVILLE, KY|Durham, NC | Current employment |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Oct 24, 2023 | Jan 30, 2025 | no | Raleigh, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | PRIVATE CLIENT SERVICES, LLC | Jan 30, 2025 | Jan 2, 2025 | -28 | Firm change | Other |