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Advisor at FIDUCIARY FINANCIAL ADVISORS
Andover, 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 |
|---|---|---|---|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | Independent wealth | Oct 15, 2024 | n/a | yes | Andover, MA | Current employment |
| SAVANT WEALTH MANAGEMENT | Independent wealth | Oct 26, 2015 | May 3, 2016 | no | ALEXANDRIA, VA|ROCKFORD, IL | Previous registration |
| SAVANT WEALTH MANAGEMENT | Independent wealth | Jun 30, 2012 | Aug 10, 2015 | no | MCLEAN, VA|ROCKFORD, IL | Previous registration |
| THE MONITOR GROUP, INC. | Former SEC adviser | May 15, 2009 | Aug 27, 2012 | no | MCLEAN, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | FIDUCIARY FINANCIAL ADVISORS | May 3, 2016 | Oct 15, 2024 | 3,087 | Firm change after gap | Other |
| THE MONITOR GROUP, INC. | SAVANT WEALTH MANAGEMENT | Aug 27, 2012 | Jun 30, 2012 | -58 | Firm change after gap | Other |