DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CHF WEALTH MANAGEMENT, LLC
LAFAYETTE, LA
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 |
|---|---|---|---|---|---|---|
| CHF WEALTH MANAGEMENT, LLC | State registered | Jul 15, 2024 | n/a | yes | LAFAYETTE, LA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 1, 2003 | Nov 29, 2007 | no | LAFAYETTE, LA|LAFAYETTE, LA | Previous registration |
| PRUDENTIAL EQUITY GROUP, LLC | n/a | Sep 4, 2002 | Jul 1, 2003 | no | LAFAYETTE, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | CHF WEALTH MANAGEMENT, LLC | Nov 29, 2007 | Jul 15, 2024 | 6,073 | Firm change after gap | Wirehouse to state RIA |
| PRUDENTIAL EQUITY GROUP, LLC | WELLS FARGO ADVISORS | Jul 1, 2003 | Jul 1, 2003 | 0 | Bulk transfer | Other |