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Advisor at MALNIK WEALTH MANAGEMENT, LLC
CLARKSVILLE, 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 |
|---|---|---|---|---|---|---|
| MALNIK WEALTH MANAGEMENT, LLC | State registered | Mar 19, 2021 | n/a | yes | CLARKSVILLE, MD | Current employment |
| THE RETIREMENT GROUP, LLC | Former SEC adviser | Jan 27, 2018 | May 6, 2021 | no | Clarksville, MD|SAN DIEGO, CA | Previous registration |
| THE RETIREMENT GROUP, LLC | Former SEC adviser | Feb 2, 2012 | Dec 31, 2017 | no | SAN DIEGO, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 26, 2006 | Feb 3, 2012 | no | CLARKSVILLE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE RETIREMENT GROUP, LLC | MALNIK WEALTH MANAGEMENT, LLC | May 6, 2021 | Mar 19, 2021 | -48 | Firm change after gap | RIA to state RIA |
| LPL FINANCIAL LLC | THE RETIREMENT GROUP, LLC | Feb 3, 2012 | Feb 2, 2012 | -1 | Firm change | Other |