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Advisor at ARROW WEALTH ADVISORY LLC
CHARLOTTESVILLE, VA
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 |
|---|---|---|---|---|---|---|
| ARROW WEALTH ADVISORY LLC | Mixed wealth | Jun 5, 2019 | n/a | yes | CHARLOTTESVILLE, VA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 25, 2016 | Jul 3, 2018 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | ARROW WEALTH ADVISORY LLC | Jul 3, 2018 | Jun 5, 2019 | 337 | Firm change | Wirehouse to RIA |