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Advisor at CENTURION WEALTH MANAGEMENT
Dorset, VT
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 |
|---|---|---|---|---|---|---|
| CENTURION WEALTH MANAGEMENT | Independent wealth | Jul 7, 2022 | n/a | yes | Dorset, VT | Current employment |
| SPIRE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Sep 13, 2017 | Jul 7, 2022 | no | Dorset, VT|MCLEAN, VA | Previous registration |
| ATLAS PRIVATE WEALTH MANAGEMENT, LLC | Former SEC adviser | Oct 22, 2007 | Sep 12, 2017 | no | Williamstown, MA|Manchester Center, VT | Previous registration |
| DION MONEY MANAGEMENT INC | n/a | Aug 29, 1999 | Oct 24, 2007 | no | WILLIAMSTOWN, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SPIRE WEALTH MANAGEMENT, LLC | CENTURION WEALTH MANAGEMENT | Jul 7, 2022 | Jul 7, 2022 | 0 | Firm change | Ibd to RIA |
| ATLAS PRIVATE WEALTH MANAGEMENT, LLC | SPIRE WEALTH MANAGEMENT, LLC | Sep 12, 2017 | Sep 13, 2017 | 1 | Firm change | Other |
| DION MONEY MANAGEMENT INC | ATLAS PRIVATE WEALTH MANAGEMENT, LLC | Oct 24, 2007 | Oct 22, 2007 | -2 | Firm change | Other |