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Advisor at ELITE WEALTH PARTNERS, LLC
JOHNSTON, IA
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 |
|---|---|---|---|---|---|---|
| ELITE WEALTH PARTNERS, LLC | State registered | Sep 1, 2017 | n/a | yes | JOHNSTON, IA | Current employment |
| OSAIC FS, INC. | Former SEC adviser | May 2, 2014 | Aug 29, 2017 | no | CLIVE, IA|URBANDALE, IA | Previous registration |
| WADDELL & REED | Former SEC adviser | Nov 30, 2011 | May 9, 2014 | no | NORWALK, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC FS, INC. | ELITE WEALTH PARTNERS, LLC | Aug 29, 2017 | Sep 1, 2017 | 3 | Firm change | Other |
| WADDELL & REED | OSAIC FS, INC. | May 9, 2014 | May 2, 2014 | -7 | Firm change | Other |