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Advisor at STAGE HARBOR FINANCIAL
WESTWOOD, 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 |
|---|---|---|---|---|---|---|
| STAGE HARBOR FINANCIAL | Independent wealth | Feb 16, 2018 | n/a | yes | WESTWOOD, MA | Current employment |
| WASHINGTON TRUST ADVISORS | Independent wealth | Sep 5, 2002 | Feb 19, 2018 | no | WELLESLEY, MA|WELLESLEY, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WASHINGTON TRUST ADVISORS | STAGE HARBOR FINANCIAL | Feb 19, 2018 | Feb 16, 2018 | -3 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110407:289725:MA:2018-02-19 | Feb 19, 2018 | Feb 16, 2018 | WELLESLEY, MA | Firm change |