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Advisor at WEALTH MANAGEMENT ADVISORS, LLC
GREENVILLE, SC | ANDERSON, SC
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 |
|---|---|---|---|---|---|---|
| WEALTH MANAGEMENT ADVISORS, LLC | Independent wealth | May 20, 2014 | n/a | yes | ANDERSON, SC|GREENVILLE, SC | Current employment |
| IC ADVISORY SERVICES, INC. | Former SEC adviser | Jan 8, 2007 | May 19, 2014 | no | BEDMINSTER, NJ|ANDERSON, SC | Previous registration |
| UVEST FINANCIAL SERVICES GROUP, INC. | n/a | Jan 7, 2005 | Jan 30, 2007 | no | CHARLOTTE, NC|ANDERSON, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IC ADVISORY SERVICES, INC. | WEALTH MANAGEMENT ADVISORS, LLC | May 19, 2014 | May 20, 2014 | 1 | Firm change | Other |
| UVEST FINANCIAL SERVICES GROUP, INC. | IC ADVISORY SERVICES, INC. | Jan 30, 2007 | Jan 8, 2007 | -22 | Firm change | Other |