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Advisor at SEACREST WEALTH MANAGEMENT, LLC
Lake Bluff, IL | PURCHASE, NY
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 |
|---|---|---|---|---|---|---|
| SEACREST WEALTH MANAGEMENT, LLC | Independent wealth | Jan 4, 2016 | n/a | yes | Lake Bluff, IL|PURCHASE, NY | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Sep 3, 2015 | no | LAKE FOREST, IL | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | May 7, 2002 | Jan 1, 2008 | no | LAKE FOREST, IL|ST. LOUIS, MO|LAKE FOREST, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | SEACREST WEALTH MANAGEMENT, LLC | Sep 3, 2015 | Jan 4, 2016 | 123 | Firm change | Other |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |