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Advisor at CONSTELLATION WEALTH ADVISORS
CINCINNATI, OH
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 |
|---|---|---|---|---|---|---|
| CONSTELLATION WEALTH ADVISORS | Independent wealth | Aug 3, 2026 | n/a | yes | CINCINNATI, OH | Current employment |
| SANDLAPPER WEALTH MANAGEMENT, LLC | Former SEC adviser | Nov 13, 2018 | Dec 31, 2020 | no | Cincinnati, OH|GREENVILLE, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SANDLAPPER WEALTH MANAGEMENT, LLC | CONSTELLATION WEALTH ADVISORS | Dec 31, 2020 | Aug 3, 2026 | 2,041 | Firm change after gap | RIA to RIA |