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Advisor at THEORY PLANNING PARTNERS
Fort Pierce, FL | MARBLEHEAD, 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 |
|---|---|---|---|---|---|---|
| THEORY PLANNING PARTNERS | State registered | Jan 13, 2026 | n/a | yes | MARBLEHEAD, MA|Fort Pierce, FL | Current employment |
| CHILDFREE WEALTH | Independent wealth | Aug 5, 2025 | Sep 1, 2025 | no | Fort Pierce, FL|MOUNT JULIET, TN | Previous registration |
| Ellevest | Independent wealth | May 12, 2023 | Dec 11, 2025 | no | Fort Pierce, FL|NEW YORK, NY | Previous registration |
| CHILDFREE WEALTH | Independent wealth | Sep 19, 2022 | Apr 17, 2023 | no | Lansdowne, VA|MOUNT JULIET, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Ellevest | CHILDFREE WEALTH | Dec 11, 2025 | Aug 5, 2025 | -128 | Firm change after gap | RIA to RIA |
| CHILDFREE WEALTH | THEORY PLANNING PARTNERS | Sep 1, 2025 | Jan 13, 2026 | 134 | Firm change | RIA to state RIA |
| CHILDFREE WEALTH | Ellevest | Apr 17, 2023 | May 12, 2023 | 25 | Firm change | Other |