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Advisor at ALCHEMI WEALTH, LLC
ESSEX, CT
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 |
|---|---|---|---|---|---|---|
| ALCHEMI WEALTH, LLC | Independent wealth | Nov 19, 2021 | n/a | yes | ESSEX, CT | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Feb 26, 2010 | Nov 26, 2021 | no | ESSEX, CT | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 12, 2001 | Mar 3, 2010 | no | NEW HAVEN, CT|NEW HAVEN, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | ALCHEMI WEALTH, LLC | Nov 26, 2021 | Nov 19, 2021 | -7 | Firm change | Wirehouse to RIA |
| UBS FINANCIAL SERVICES INC. | WELLS FARGO ADVISORS | Mar 3, 2010 | Feb 26, 2010 | -5 | Firm change | Wirehouse to wirehouse |