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Advisor at CLW FINANCIAL PLANNING LLC
RALEIGH, 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 |
|---|---|---|---|---|---|---|
| CLW FINANCIAL PLANNING LLC | State registered | Jun 28, 2018 | n/a | yes | RALEIGH, NC | Current employment |
| PARAKLETE FINANCIAL, INC. | State registered | Apr 8, 2010 | Dec 31, 2016 | no | RALEIGH, NC|KENNESAW, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARAKLETE FINANCIAL, INC. | CLW FINANCIAL PLANNING LLC | Dec 31, 2016 | Jun 28, 2018 | 544 | Firm change after gap | Other |