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Advisor at RPG FAMILY WEALTH ADVISORY, LLC
BURLINGTON, MA | Apison, TN
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 |
|---|---|---|---|---|---|---|
| RPG FAMILY WEALTH ADVISORY, LLC | Independent wealth | Sep 18, 2023 | n/a | yes | Apison, TN|BURLINGTON, MA | Current employment |
| FIRST HEARTLAND CONSULTANTS, INC. | Bd affiliated wealth | Jul 23, 2019 | Jan 23, 2023 | no | Camarillo, CA | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Apr 12, 2017 | Jul 22, 2019 | no | Rancho Cucamonga, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST HEARTLAND CONSULTANTS, INC. | RPG FAMILY WEALTH ADVISORY, LLC | Jan 23, 2023 | Sep 18, 2023 | 238 | Firm change | Ibd to RIA |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | FIRST HEARTLAND CONSULTANTS, INC. | Jul 22, 2019 | Jul 23, 2019 | 1 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110377:158528:CA:2023-01-23 | Jan 23, 2023 | Sep 18, 2023 | CAMARILLO, CA | Firm change |