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Advisor at ACCRETIVE WEALTH PARTNERS, LLC
PARSIPPANY, NJ
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 |
|---|---|---|---|---|---|---|
| ACCRETIVE WEALTH PARTNERS, LLC | Independent wealth | Apr 27, 2026 | n/a | yes | PARSIPPANY, NJ | Current employment |
| WATERSTONE WEALTH ADVISORS, LLC | Former SEC adviser | Apr 27, 2006 | Jul 7, 2026 | no | SOMERSET, NJ|SOMERVILLE, NJ | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jul 30, 2002 | Apr 27, 2006 | no | SOMERSET, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WATERSTONE WEALTH ADVISORS, LLC | ACCRETIVE WEALTH PARTNERS, LLC | Jul 7, 2026 | Apr 27, 2026 | -71 | Firm change after gap | RIA to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | WATERSTONE WEALTH ADVISORS, LLC | Apr 27, 2006 | Apr 27, 2006 | 0 | Firm change | Other |