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Advisor at SANDERSON WEALTH MANAGEMENT, LLC
BUFFALO, NY
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 |
|---|---|---|---|---|---|---|
| SANDERSON WEALTH MANAGEMENT, LLC | Independent wealth | Feb 2, 2023 | n/a | yes | BUFFALO, NY | Current employment |
| NOTE ADVISORS, LLC | Independent wealth | Mar 18, 2021 | Sep 13, 2022 | no | BUFFALO, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NOTE ADVISORS, LLC | SANDERSON WEALTH MANAGEMENT, LLC | Sep 13, 2022 | Feb 2, 2023 | 142 | Firm change | RIA to RIA |