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Reading the graph
Advisor at ANDERSEN
MCLEAN, 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 |
|---|---|---|---|---|---|---|
| Andersen | Independent wealth | Jul 30, 2024 | n/a | yes | MCLEAN, VA | Current employment |
| VALEO FINANCIAL ADVISORS, LLC | Independent wealth | Nov 4, 2019 | Nov 4, 2022 | no | CARMEL, IN|Richmond, VA | Previous registration |
| ATLAS FINANCIAL | n/a | Aug 20, 2019 | May 4, 2020 | no | RICHMOND, VA | Previous registration |
| ABACUS PLANNING GROUP, INC. | Independent wealth | Oct 17, 2018 | Jun 17, 2019 | no | Richmond, VA|COLUMBIA, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALEO FINANCIAL ADVISORS, LLC | Andersen | Nov 4, 2022 | Jul 30, 2024 | 634 | Firm change after gap | RIA to RIA |
| ATLAS FINANCIAL | VALEO FINANCIAL ADVISORS, LLC | May 4, 2020 | Nov 4, 2019 | -182 | Firm change after gap | Other |
| ABACUS PLANNING GROUP, INC. | ATLAS FINANCIAL | Jun 17, 2019 | Aug 20, 2019 | 64 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 171871:127132:VA:2020-05-04 | May 4, 2020 | Nov 4, 2019 | RICHMOND, VA | Firm change after gap |