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Advisor at TOTAL ALIGNMENT WEALTH ADVISORS, LLC
NEW YORK, NY | Delray Beach, FL
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 |
|---|---|---|---|---|---|---|
| TOTAL ALIGNMENT WEALTH ADVISORS, LLC | State registered | Apr 7, 2016 | n/a | yes | Delray Beach, FL|NEW YORK, NY | Current employment |
| TA CAPITAL MANAGEMENT, LLC | Independent wealth | Feb 24, 2016 | Dec 31, 2016 | no | Delray Beach, FL|SEWELL, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TA CAPITAL MANAGEMENT, LLC | TOTAL ALIGNMENT WEALTH ADVISORS, LLC | Dec 31, 2016 | Apr 7, 2016 | -268 | Firm change after gap | Other |