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Advisor at THE PITTI GROUP WEALTH MANAGEMENT, LLC
VICTOR, 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 |
|---|---|---|---|---|---|---|
| THE PITTI GROUP WEALTH MANAGEMENT, LLC | Independent wealth | May 16, 2025 | n/a | yes | VICTOR, NY | Current employment |
| VANDERBILT ADVISORY SERVICES | Bd affiliated wealth | Aug 2, 2024 | May 9, 2025 | no | Rochester, NY|WOODBURY, NY | Previous registration |
| CADARET GRANT & CO INC | Former SEC adviser | May 11, 2022 | Aug 2, 2024 | no | Rochester, NY|Liverpool, NY|Syracuse, NY|SYRACUSE, NY|Syracuse, NY|Williamsville, NY | Previous registration |
| EDWARD JONES | National bd RIA | Jun 9, 2017 | Mar 3, 2022 | no | Rochester, NY|ST LOUIS, MO|ROCHESTER, NY|AVON, NY|ROCHESTER, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VANDERBILT ADVISORY SERVICES | THE PITTI GROUP WEALTH MANAGEMENT, LLC | May 9, 2025 | May 16, 2025 | 7 | Firm change | Ibd to RIA |
| CADARET GRANT & CO INC | VANDERBILT ADVISORY SERVICES | Aug 2, 2024 | Aug 2, 2024 | 0 | Firm change | Ibd to ibd |
| EDWARD JONES | CADARET GRANT & CO INC | Mar 3, 2022 | May 11, 2022 | 69 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 10641:116537:NY:2024-08-02 | Aug 2, 2024 | Aug 2, 2024 | WILLIAMSVILLE, NY | Firm change |