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Advisor at PR SQUARED WEALTH MANAGEMENT LLC
ATLANTA, GA
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 |
|---|---|---|---|---|---|---|
| PR SQUARED WEALTH MANAGEMENT LLC | State registered | Jul 31, 2020 | n/a | yes | ATLANTA, GA | Current employment |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Dec 3, 2019 | Aug 5, 2020 | no | Atlanta, GA|LINCOLN, NE | Previous registration |
| MADISON AVENUE SECURITIES, LLC | Bd affiliated wealth | Aug 12, 2015 | Mar 26, 2018 | no | SAN DIEGO, CA|SAN DIEGO, CA|Atlanta, GA | Previous registration |
| WADDELL & REED | Former SEC adviser | Nov 8, 2011 | Aug 28, 2012 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES | PR SQUARED WEALTH MANAGEMENT LLC | Aug 5, 2020 | Jul 31, 2020 | -5 | Firm change | RIA to state RIA |
| MADISON AVENUE SECURITIES, LLC | AMERITAS ADVISORY SERVICES | Mar 26, 2018 | Dec 3, 2019 | 617 | Firm change after gap | RIA to ibd |
| WADDELL & REED | MADISON AVENUE SECURITIES, LLC | Aug 28, 2012 | Aug 12, 2015 | 1,079 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 23224:14869:GA:2018-03-15 | Mar 26, 2018 | Dec 3, 2019 | ATLANTA, GA | Firm change after gap |