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Advisor at 7PW WEALTH, LLC
DAVIDSON, 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 |
|---|---|---|---|---|---|---|
| 7PW WEALTH, LLC | State registered | Oct 20, 2022 | n/a | yes | DAVIDSON, NC | Current employment |
| GREERWALKER WEALTH LLC | Former SEC adviser | Nov 23, 2020 | Sep 21, 2022 | no | CHARLOTTE, NC | Previous registration |
| TRAVERSE WEALTH | n/a | Aug 29, 2011 | Dec 31, 2020 | no | MOORESVILLE, NC | Previous registration |
| MORGAN STANLEY | Wirehouse | Feb 1, 2010 | Aug 19, 2011 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GREERWALKER WEALTH LLC | 7PW WEALTH, LLC | Sep 21, 2022 | Oct 20, 2022 | 29 | Firm change | RIA to state RIA |
| TRAVERSE WEALTH | GREERWALKER WEALTH LLC | Dec 31, 2020 | Nov 23, 2020 | -38 | Firm change after gap | Other |
| MORGAN STANLEY | TRAVERSE WEALTH | Aug 19, 2011 | Aug 29, 2011 | 10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 138003:118154:NC:2020-12-31 | Dec 31, 2020 | Nov 23, 2020 | MOORESVILLE, NC | Firm change after gap |