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Advisor at POWER WEALTH MANAGEMENT
ALPHARETTA, GA
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 |
|---|---|---|---|---|---|---|
| POWER WEALTH MANAGEMENT | Independent wealth | Jun 24, 2021 | n/a | yes | ALPHARETTA, GA | Current employment |
| THE MONEY ADVISOR GROUP, LLC | Former SEC adviser | Jul 30, 2020 | Aug 26, 2021 | no | COLUMBUS, GA|Roswell, GA | Previous registration |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | May 31, 2018 | Jul 7, 2020 | no | Johns Creek, GA|AUSTIN, TX|Roswell, GA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 18, 2010 | May 24, 2018 | no | ALPHARETTA, GA | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Apr 6, 2009 | Aug 23, 2010 | no | ROSEWALL, GA | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Apr 6, 2009 | Aug 23, 2010 | no | Alpharetta, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 7, 2008 | Dec 1, 2008 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE MONEY ADVISOR GROUP, LLC | POWER WEALTH MANAGEMENT | Aug 26, 2021 | Jun 24, 2021 | -63 | Firm change after gap | RIA to RIA |
| KESTRA ADVISORY SERVICES, LLC | THE MONEY ADVISOR GROUP, LLC | Jul 7, 2020 | Jul 30, 2020 | 23 | Firm change | Ibd to RIA |
| STRATEGIC ADVISERS LLC | KESTRA ADVISORY SERVICES, LLC | May 24, 2018 | May 31, 2018 | 7 | Firm change | Ibd to ibd |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Aug 23, 2010 | Apr 6, 2009 | -504 | Firm change after gap | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Aug 23, 2010 | Apr 6, 2009 | -504 | Channel change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | TD AMERITRADE, INC. | Dec 1, 2008 | Apr 6, 2009 | 126 | Firm change | Wirehouse to new firm |