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Advisor at SCHORN WEALTH
Sheridan, AR | ENGLEWOOD, FL
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 |
|---|---|---|---|---|---|---|
| SCHORN WEALTH | Independent wealth | Jul 16, 2025 | n/a | yes | Sheridan, AR|ENGLEWOOD, FL | Current employment |
| SCHORN WEALTH | Independent wealth | Nov 3, 2023 | Dec 31, 2024 | no | DBO, AA|ENGLEWOOD, FL | Previous registration |
| CLOCKWISE CAPITAL LLC | Asset manager | Jun 25, 2019 | Oct 13, 2023 | no | Fairfax, VA|MIAMI, FL|Benton, AR | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Jun 27, 2014 | Apr 1, 2019 | no | RESTON, VA | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Jun 27, 2014 | Apr 1, 2019 | no | RESTON, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLOCKWISE CAPITAL LLC | SCHORN WEALTH | Oct 13, 2023 | Nov 3, 2023 | 21 | Firm change | RIA to RIA |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | CLOCKWISE CAPITAL LLC | Apr 1, 2019 | Jun 25, 2019 | 85 | Firm change | RIA to RIA |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Apr 1, 2019 | Jun 27, 2014 | -1,739 | Channel change | Other |