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Advisor at CAPSOUTH WEALTH MANAGEMENT
Dothan, AL
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 |
|---|---|---|---|---|---|---|
| CAPSOUTH WEALTH MANAGEMENT | Mixed wealth | Oct 6, 2004 | n/a | yes | Dothan, AL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jun 20, 2002 | Oct 6, 2004 | no | DOTHAN, AL | Previous registration |
| CAPTRUST FINANCIAL ADVISORS, LLC | n/a | Aug 29, 2001 | Jun 20, 2002 | no | DOTHAN , AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | CAPSOUTH WEALTH MANAGEMENT | Oct 6, 2004 | Oct 6, 2004 | 0 | Firm change | Other |
| CAPTRUST FINANCIAL ADVISORS, LLC | WELLS FARGO ADVISORS | Jun 20, 2002 | Jun 20, 2002 | 0 | Bulk transfer | Other |