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Advisor at BLUECHIP WEALTH ADVISORS LLC
MILTON, GA
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 |
|---|---|---|---|---|---|---|
| BLUECHIP WEALTH ADVISORS LLC | Independent wealth | Aug 15, 2025 | n/a | yes | MILTON, GA | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | May 29, 2025 | Aug 5, 2025 | no | MARIETTA, GA|MARIETTA, GA | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Sep 11, 2023 | Jun 2, 2025 | no | ALPHARETTA, GA|Alpharetta, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | BLUECHIP WEALTH ADVISORS LLC | Aug 5, 2025 | Aug 15, 2025 | 10 | Firm change | Wirehouse to RIA |
| RAYMOND JAMES & ASSOCIATES, INC. | J.P. MORGAN SECURITIES LLC | Jun 2, 2025 | May 29, 2025 | -4 | Firm change | Ibd to wirehouse |