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Advisor at J.R. PRUNIER CAPITAL MANAGEMENT LLC
HOLDEN, 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 |
|---|---|---|---|---|---|---|
| J.R. PRUNIER CAPITAL MANAGEMENT LLC | Independent wealth | Jan 5, 2026 | n/a | yes | HOLDEN, MA | Current employment |
| PROFESSIONAL ADVISORY SERVICES INC | Independent wealth | Jun 19, 2024 | Jul 7, 2025 | no | VERO BEACH, FL | Previous registration |
| ADVOCATES FINANCIAL LLC | n/a | Oct 13, 2022 | Dec 19, 2023 | no | WILTON, NH|Wilton, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROFESSIONAL ADVISORY SERVICES INC | J.R. PRUNIER CAPITAL MANAGEMENT LLC | Jul 7, 2025 | Jan 5, 2026 | 182 | Firm change | RIA to RIA |
| ADVOCATES FINANCIAL LLC | PROFESSIONAL ADVISORY SERVICES INC | Dec 19, 2023 | Jun 19, 2024 | 183 | Firm change | Other |