DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WISE FINANCIAL COUNSEL, LLC
Fort Washington, MD
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 |
|---|---|---|---|---|---|---|
| WISE FINANCIAL COUNSEL, LLC | State registered | Dec 22, 2021 | n/a | yes | Fort Washington, MD | Current employment |
| OMEGA WEALTH MANAGEMENT LLC | Independent wealth | Jul 21, 2020 | Sep 23, 2021 | no | ARLINGTON, VA | Previous registration |
| WEALTHCARE FINANCIAL GROUP, INC. | State registered | May 19, 2020 | Jun 7, 2020 | no | PEACHTREE CITY, GA|Fort Washington, MD | Previous registration |
| WEST FINANCIAL SERVICES, INC. | Independent wealth | Jan 5, 2017 | Jun 9, 2020 | no | MCLEAN, VA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Oct 14, 2008 | Nov 2, 2009 | no | LAUREL, MD | Previous registration |
| NAVY FEDERAL ASSET MANAGEMENT, LLC | Former SEC adviser | May 9, 2008 | Jun 27, 2008 | no | VIENNA, VA | Previous registration |
| MISSIONSQUARE RETIREMENT | Bd affiliated wealth | Feb 10, 2006 | Oct 23, 2007 | no | WASHINGTON, DC | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Apr 13, 2004 | Oct 18, 2004 | no | LANDOVER, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OMEGA WEALTH MANAGEMENT LLC | WISE FINANCIAL COUNSEL, LLC | Sep 23, 2021 | Dec 22, 2021 | 90 | Firm change | RIA to state RIA |
| WEST FINANCIAL SERVICES, INC. | WEALTHCARE FINANCIAL GROUP, INC. | Jun 9, 2020 | May 19, 2020 | -21 | Firm change | RIA to state RIA |
| WEALTHCARE FINANCIAL GROUP, INC. | OMEGA WEALTH MANAGEMENT LLC | Jun 7, 2020 | Jul 21, 2020 | 44 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | WEST FINANCIAL SERVICES, INC. | Nov 2, 2009 | Jan 5, 2017 | 2,621 | Firm change after gap | Other |
| NAVY FEDERAL ASSET MANAGEMENT, LLC | SUNTRUST INVESTMENT SERVICES, INC. | Jun 27, 2008 | Oct 14, 2008 | 109 | Firm change | Other |
| MISSIONSQUARE RETIREMENT | NAVY FEDERAL ASSET MANAGEMENT, LLC | Oct 23, 2007 | May 9, 2008 | 199 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | MISSIONSQUARE RETIREMENT | Oct 18, 2004 | Feb 10, 2006 | 480 | Firm change after gap | Other |