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Advisor at PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
PORTLAND, OR
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 |
|---|---|---|---|---|---|---|
| PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | Independent wealth | Sep 30, 2022 | n/a | yes | PORTLAND, OR|PORTLAND, OR | Current employment |
| CWM, LLC | Bd affiliated wealth | Feb 11, 2021 | Oct 4, 2022 | no | OMAHA, NE|Clackamas, OR|Beaverton, OR|Portland, OR | Previous registration |
| PRICE FINANCIAL GROUP WEALTH MANAGEMENT | n/a | Nov 17, 2020 | Dec 1, 2021 | no | BEAVERTON, OR | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 3, 2011 | Dec 2, 2020 | no | ALOHA, OR|BEAVERTON, OR|VANCOUVER, WA|ALOHA, OR|BEAVERTON, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CWM, LLC | PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | Oct 4, 2022 | Sep 30, 2022 | -4 | Firm change | Ibd to new firm |
| PRICE FINANCIAL GROUP WEALTH MANAGEMENT | CWM, LLC | Dec 1, 2021 | Feb 11, 2021 | -293 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | PRICE FINANCIAL GROUP WEALTH MANAGEMENT | Dec 2, 2020 | Nov 17, 2020 | -15 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164129:155344:OR:2021-12-01 | Dec 1, 2021 | Feb 11, 2021 | BEAVERTON, OR | Firm change after gap |