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Advisor at ELITE LIFE MANAGEMENT LLC
ERIE, PA
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 |
|---|---|---|---|---|---|---|
| ELITE LIFE MANAGEMENT LLC | Independent wealth | Mar 19, 2021 | n/a | yes | ERIE, PA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 21, 2020 | Mar 2, 2021 | no | LAKEWOOD RANCH, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 29, 2019 | Feb 27, 2020 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | ELITE LIFE MANAGEMENT LLC | Mar 2, 2021 | Mar 19, 2021 | 17 | Firm change | Wirehouse to RIA |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Feb 27, 2020 | Feb 21, 2020 | -6 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:310917:FL:2021-03-02 | Mar 2, 2021 | Mar 19, 2021 | LAKEWOOD RANCH, FL | Firm change |