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Advisor at ASSET STRATEGY ADVISORS, LLC
WAYLAND, 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 |
|---|---|---|---|---|---|---|
| ASSET STRATEGY ADVISORS, LLC | Mixed wealth | Jul 17, 2024 | n/a | yes | WAYLAND, MA | Current employment |
| HAYS FINANCIAL GROUP, LLC | Institutional manager | Jul 21, 2021 | Aug 9, 2022 | no | MINNEAPOLIS, MN|Marlborough, MA | Previous registration |
| THE PATRIOT FINANCIAL GROUP, LLC | Independent wealth | Jan 30, 2017 | Jan 14, 2020 | no | Westborough, MA|WALPOLE, MA|Marlborough, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HAYS FINANCIAL GROUP, LLC | ASSET STRATEGY ADVISORS, LLC | Aug 9, 2022 | Jul 17, 2024 | 708 | Firm change after gap | Other |
| THE PATRIOT FINANCIAL GROUP, LLC | HAYS FINANCIAL GROUP, LLC | Jan 14, 2020 | Jul 21, 2021 | 554 | Firm change after gap | Other |