DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MONTIS FINANCIAL, LLC
MANCHESTER, NH | WALTHAM, 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 |
|---|---|---|---|---|---|---|
| MONTIS FINANCIAL, LLC | Independent wealth | Oct 11, 2024 | n/a | yes | WALTHAM, MA|MANCHESTER, NH | Current employment |
| FINANCIAL NAVIGATORS INC. | Former SEC adviser | Jan 20, 2017 | Oct 8, 2024 | no | Manchester, NH|LITTLETON, MA|Littleton, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jul 14, 2009 | Jan 6, 2017 | no | MERRIMACK, NH|MERRIMACK, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL NAVIGATORS INC. | MONTIS FINANCIAL, LLC | Oct 8, 2024 | Oct 11, 2024 | 3 | Firm change | RIA to RIA |
| STRATEGIC ADVISERS LLC | FINANCIAL NAVIGATORS INC. | Jan 6, 2017 | Jan 20, 2017 | 14 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134873:163986:MA:2024-10-08 | Oct 8, 2024 | Oct 11, 2024 | LITTLETON, MA | Firm change |