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Advisor at TRUE WEALTH ADVISORY GROUP
Boston, MA | MIAMI, FL
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 |
|---|---|---|---|---|---|---|
| TRUE WEALTH ADVISORY GROUP | Mixed wealth | Jan 31, 2024 | n/a | yes | Boston, MA|MIAMI, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 5, 2020 | Jan 2, 2024 | no | BOSTON, MA|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | TRUE WEALTH ADVISORY GROUP | Jan 2, 2024 | Jan 31, 2024 | 29 | Firm change | Other |