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Advisor at 1776 WEALTH LLC
SANDY SPRINGS, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| 1776 WEALTH LLC | Independent wealth | Mar 13, 2017 | n/a | yes | SANDY SPRINGS, GA | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jul 28, 2009 | Mar 22, 2017 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 1776 WEALTH LLC | Mar 22, 2017 | Mar 13, 2017 | -9 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:286321:GA:2017-03-22 | Mar 22, 2017 | Mar 13, 2017 | ATLANTA, GA | Firm change |