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Advisor at REVOLVE WEALTH PARTNERS, LLC
HACKENSACK, NJ
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 |
|---|---|---|---|---|---|---|
| REVOLVE WEALTH PARTNERS, LLC | Independent wealth | May 23, 2017 | n/a | yes | HACKENSACK, NJ | Current employment |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Jun 26, 2009 | May 5, 2017 | no | FLORHAM PARK, NJ|SADDLE BROOK, NJ | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Mar 10, 2003 | Jul 21, 2009 | no | WESTFIELD, NJ|WESTFIELD, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | REVOLVE WEALTH PARTNERS, LLC | May 5, 2017 | May 23, 2017 | 18 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | OPPENHEIMER & CO. INC. | Jul 21, 2009 | Jun 26, 2009 | -25 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 249:286643:NJ:2017-05-05 | May 5, 2017 | May 23, 2017 | SADDLE BROOK, NJ | Firm change |