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Advisor at IAMS WEALTH MANAGEMENT, LLC
Plymouth Meeting, PA | OMAHA, NE
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 |
|---|---|---|---|---|---|---|
| IAMS WEALTH MANAGEMENT, LLC | Independent wealth | Sep 16, 2021 | n/a | yes | OMAHA, NE|Plymouth Meeting, PA | Current employment |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Feb 28, 2020 | Dec 7, 2020 | no | Plymouth Meeting, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURIAN FINANCIAL SERVICES, INC. | IAMS WEALTH MANAGEMENT, LLC | Dec 7, 2020 | Sep 16, 2021 | 283 | Firm change | Ibd to RIA |