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Advisor at KING WEALTH MANAGEMENT GROUP, LLC
Saratoga Springs, NY
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 |
|---|---|---|---|---|---|---|
| KING WEALTH MANAGEMENT GROUP, LLC | Independent wealth | May 24, 2021 | n/a | yes | Saratoga Springs, NY | Current employment |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Jul 29, 2015 | Feb 24, 2017 | no | LATHAM, NY | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Nov 8, 2013 | Jun 8, 2015 | no | ALBANY, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS WEALTH SERVICES, L.P. | KING WEALTH MANAGEMENT GROUP, LLC | Feb 24, 2017 | May 24, 2021 | 1,550 | Firm change after gap | Other |
| STRATEGIC ADVISERS LLC | GOLDMAN SACHS WEALTH SERVICES, L.P. | Jun 8, 2015 | Jul 29, 2015 | 51 | Firm change | Other |