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Advisor at VOYA FINANCIAL ADVISORS, INC.
MELVILLE, NY | MANLIUS, 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 |
|---|---|---|---|---|---|---|
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | May 21, 2024 | n/a | yes | MELVILLE, NY|MANLIUS, NY | Current employment |
| DECISIONAL WEALTH ADVISORS LLC | Former SEC adviser | Jun 16, 2023 | Jul 5, 2024 | no | ROCHESTER, NY | Previous registration |
| PINNACLE INVESTMENTS, LLC | Bd affiliated wealth | Aug 5, 2020 | Jun 16, 2023 | no | EAST SYRACUSE, NY|Fayetteville, NY|Eagan, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DECISIONAL WEALTH ADVISORS LLC | VOYA FINANCIAL ADVISORS, INC. | Jul 5, 2024 | May 21, 2024 | -45 | Firm change after gap | RIA to ibd |
| PINNACLE INVESTMENTS, LLC | DECISIONAL WEALTH ADVISORS LLC | Jun 16, 2023 | Jun 16, 2023 | 0 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 326684:2882:NY:2024-07-05 | Jul 5, 2024 | May 21, 2024 | ROCHESTER, NY | Firm change after gap |