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Advisor at REVOLUTION CAPITAL, LLC
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 |
|---|---|---|---|---|---|---|
| REVOLUTION CAPITAL, LLC | Independent wealth | Apr 29, 2019 | n/a | yes | OMAHA, NE | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 3, 2006 | Apr 30, 2019 | no | LINCOLN, NE|OMAHA, NE | Previous registration |
| CETERA INVESTMENT SERVICES LLC | Former SEC adviser | Jun 3, 2003 | Feb 2, 2006 | no | LINCOLN, NE | Previous registration |
| WADDELL & REED | Former SEC adviser | Nov 28, 2000 | May 7, 2003 | no | LANCASTER, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | REVOLUTION CAPITAL, LLC | Apr 30, 2019 | Apr 29, 2019 | -1 | Firm change | RIA to RIA |
| CETERA INVESTMENT SERVICES LLC | LPL FINANCIAL LLC | Feb 2, 2006 | Feb 3, 2006 | 1 | Firm change | Other |
| WADDELL & REED | CETERA INVESTMENT SERVICES LLC | May 7, 2003 | Jun 3, 2003 | 27 | Firm change | Other |