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Advisor at ORGEL WEALTH MANAGEMENT, LLC
ALTOONA, WI
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 |
|---|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT, LLC | Independent wealth | Sep 16, 2014 | n/a | yes | ALTOONA, WI | Current employment |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Bd affiliated wealth | Jul 12, 2004 | Aug 19, 2014 | no | ALTOONA, WI|MINNEAPOLIS, MN|EAU CLAIRE, WI|MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | ORGEL WEALTH MANAGEMENT, LLC | Aug 19, 2014 | Sep 16, 2014 | 28 | Firm change | Other |