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Reading the graph
Advisor at ELEVATE CAPITAL ADVISORS
EAGLE, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ELEVATE CAPITAL ADVISORS | Independent wealth | Jun 27, 2017 | n/a | yes | EAGLE, CO | Current employment |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY | n/a | May 9, 2006 | Apr 30, 2007 | no | MILWAUKEE, WI | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Aug 10, 2005 | May 9, 2006 | no | EDWARDS, CO|EAGLE, CO|EAGLE, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY | ELEVATE CAPITAL ADVISORS | Apr 30, 2007 | Jun 27, 2017 | 3,711 | Firm change after gap | Other |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY | May 9, 2006 | May 9, 2006 | 0 | Firm change | Other |