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Advisor at 10ELMS LLP
Altus, OK
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 |
|---|---|---|---|---|---|---|
| 10ELMS LLP | Independent wealth | Aug 21, 2024 | n/a | yes | Altus, OK | Current employment |
| FINCH WEALTH MANAGEMENT, LLC | n/a | Aug 5, 2021 | Sep 16, 2024 | no | ALTUS, OK|Carlton Landing, OK | Previous registration |
| FINCH WEALTH MANAGEMENT, LLC | n/a | Jun 30, 2015 | Dec 1, 2016 | no | ALTUS, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINCH WEALTH MANAGEMENT, LLC | 10ELMS LLP | Sep 16, 2024 | Aug 21, 2024 | -26 | Firm change | Other |
| FINCH WEALTH MANAGEMENT, LLC | FINCH WEALTH MANAGEMENT, LLC | Dec 1, 2016 | Aug 5, 2021 | 1,708 | Firm change after gap | Other |