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Advisor at RENAISSANCE WEALTH ADVISORS, LLC
NEWTON, 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 |
|---|---|---|---|---|---|---|
| RENAISSANCE WEALTH ADVISORS, LLC | Independent wealth | Feb 13, 2019 | n/a | yes | NEWTON, MA | Current employment |
| FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC | Former SEC adviser | Apr 5, 2016 | Nov 27, 2018 | no | FOXBORO, MA | Previous registration |
| CONCERT WEALTH MANAGEMENT | Former SEC adviser | Mar 24, 2015 | May 4, 2016 | no | FOXBORO, MA|SAN JOSE, CA | Previous registration |
| FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC | Former SEC adviser | Oct 25, 2006 | Sep 2, 2015 | no | FOXBORO, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 25, 2001 | Feb 26, 2004 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC | RENAISSANCE WEALTH ADVISORS, LLC | Nov 27, 2018 | Feb 13, 2019 | 78 | Firm change | RIA to new firm |
| CONCERT WEALTH MANAGEMENT | FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC | May 4, 2016 | Apr 5, 2016 | -29 | Firm change | Other |
| FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC | CONCERT WEALTH MANAGEMENT | Sep 2, 2015 | Mar 24, 2015 | -162 | Firm change after gap | Other |
| STRATEGIC ADVISERS LLC | FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC | Feb 26, 2004 | Oct 25, 2006 | 972 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141253:112296:CA:2016-05-04 | May 4, 2016 | Apr 5, 2016 | SAN JOSE, CA | Firm change |
| 112296:141253:MA:2015-09-02 | Sep 2, 2015 | Mar 24, 2015 | FOXBORO, MA | Firm change after gap |