DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EXODUS WEALTH, LLC
Londonderry, NH
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 |
|---|---|---|---|---|---|---|
| EXODUS WEALTH, LLC | Independent wealth | Feb 21, 2020 | n/a | yes | Londonderry, NH | Current employment |
| EXODUS WEALTH, LLC | Independent wealth | Mar 31, 2017 | Dec 31, 2019 | no | Londonderry, NH | Previous registration |
| INNOVATION PARTNERS LLC | Independent wealth | Feb 21, 2017 | Mar 24, 2017 | no | Londonderry, NH|Londonderry, NH|CHARLOTTE, NC | Previous registration |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Independent wealth | Jun 1, 2015 | Feb 21, 2017 | no | SCOTTSDALE, AZ|LONDONDERRY, NH | Previous registration |
| APPLIED CAPITAL MANAGEMENT, LLC | State registered | Nov 8, 2013 | Jul 10, 2015 | no | LONDONDERRY, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INNOVATION PARTNERS LLC | EXODUS WEALTH, LLC | Mar 24, 2017 | Mar 31, 2017 | 7 | Firm change | Other |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | INNOVATION PARTNERS LLC | Feb 21, 2017 | Feb 21, 2017 | 0 | Firm change | Other |
| APPLIED CAPITAL MANAGEMENT, LLC | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Jul 10, 2015 | Jun 1, 2015 | -39 | Firm change after gap | Other |