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Advisor at LINEWEAVER WEALTH ADVISORS
VALLEY VIEW, OH
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 |
|---|---|---|---|---|---|---|
| LINEWEAVER WEALTH ADVISORS | Independent wealth | Dec 1, 2020 | n/a | yes | VALLEY VIEW, OH | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Mar 25, 2018 | Nov 9, 2020 | no | CLEVELAND, OH|WESTLAKE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | LINEWEAVER WEALTH ADVISORS | Nov 9, 2020 | Dec 1, 2020 | 22 | Firm change | Wirehouse to RIA |