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Advisor at MJP WEALTH ADVISORS
Westport, CT | FARMINGTON, 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 |
|---|---|---|---|---|---|---|
| MJP WEALTH ADVISORS | Independent wealth | Dec 4, 2018 | n/a | yes | Westport, CT|FARMINGTON, CT | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Jan 8, 2016 | Jul 23, 2018 | no | Guilford, CT|Fairfield, CT | Previous registration |
| SPRUCE HILL CAPITAL, LLC | Former SEC adviser | Feb 25, 2015 | Dec 31, 2015 | no | GUILFORD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | MJP WEALTH ADVISORS | Jul 23, 2018 | Dec 4, 2018 | 134 | Firm change | RIA to RIA |
| SPRUCE HILL CAPITAL, LLC | MERCER GLOBAL ADVISORS INC. | Dec 31, 2015 | Jan 8, 2016 | 8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 155402:147363:CT:2015-12-31 | Dec 31, 2015 | Jan 8, 2016 | GUILFORD, CT | Firm change |