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Advisor at AE WEALTH MANAGEMENT, LLC
Denham Springs, 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 |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jan 20, 2017 | n/a | yes | Denham Springs, LA | Current employment |
| PRESLEY WEALTH MANAGEMENT, LLC | n/a | Nov 2, 2016 | Jan 19, 2017 | no | DENHAM SPRINGS, LA | Previous registration |
| FREEDOM INVESTMENT MANAGEMENT, INC. | Independent wealth | Jul 17, 2015 | Dec 6, 2016 | no | DENHAM SPRINGS, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRESLEY WEALTH MANAGEMENT, LLC | AE WEALTH MANAGEMENT, LLC | Jan 19, 2017 | Jan 20, 2017 | 1 | Firm change | Other |
| FREEDOM INVESTMENT MANAGEMENT, INC. | PRESLEY WEALTH MANAGEMENT, LLC | Dec 6, 2016 | Nov 2, 2016 | -34 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281309:282580:LA:2017-01-19 | Jan 19, 2017 | Jan 20, 2017 | DENHAM SPRINGS, LA | Firm change |
| 126052:281309:LA:2016-11-29 | Dec 6, 2016 | Nov 2, 2016 | DENHAM SPRINGS, LA | Firm change after gap |