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Advisor at RPG FAMILY WEALTH ADVISORY, LLC
BURLINGTON, MA
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 | Jun 16, 2015 | n/a | yes | BURLINGTON, MA | Current employment |
| DETWILER FENTON INVESTMENT MANAGEMENT LLC | Former SEC adviser | Aug 24, 2010 | Jul 1, 2015 | no | BOSTON, MA | Previous registration |
| DETWILER FENTON & CO. | n/a | Sep 16, 2009 | Dec 1, 2010 | no | TOPSFIELD, MA|BOSTON, MA|BOSTON, MA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Mar 17, 2008 | Sep 2, 2009 | no | PEABODY, MA|PEABODY, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DETWILER FENTON INVESTMENT MANAGEMENT LLC | RPG FAMILY WEALTH ADVISORY, LLC | Jul 1, 2015 | Jun 16, 2015 | -15 | Firm change | Other |
| DETWILER FENTON & CO. | DETWILER FENTON INVESTMENT MANAGEMENT LLC | Dec 1, 2010 | Aug 24, 2010 | -99 | Firm change after gap | Other |
| UBS FINANCIAL SERVICES INC. | DETWILER FENTON & CO. | Sep 2, 2009 | Sep 16, 2009 | 14 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153808:158528:MA:2015-07-01 | Jul 1, 2015 | Jun 16, 2015 | BOSTON, MA | Firm change |