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Advisor at MASSIE FINANCIAL PLANNING INC.
ALEXANDRIA, VA
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 |
|---|---|---|---|---|---|---|
| MASSIE FINANCIAL PLANNING INC. | State registered | Jan 9, 2023 | n/a | yes | ALEXANDRIA, VA | Current employment |
| REFRAME WEALTH, LLC | Independent wealth | Apr 2, 2021 | Jan 9, 2023 | no | FAIRFAX, VA|FAIRFAX, VA|ALEXANDRIA, VA|Alexandria, VA|Alexandria, VA | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Oct 24, 2014 | Mar 3, 2021 | no | WASHINGTON, DC|FAIRFAX, VA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jan 24, 2014 | Sep 15, 2014 | no | FAIRFAX, VA | Previous registration |
| ASSET MANAGEMENT GROUP, INC. | Independent wealth | Nov 28, 2012 | Jan 31, 2013 | no | STAMFORD, CT | Previous registration |
| FIRST COMMAND FINANCIAL PLANNING, INC. | Former SEC adviser | Oct 17, 2011 | Nov 7, 2012 | no | Annapolis, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REFRAME WEALTH, LLC | MASSIE FINANCIAL PLANNING INC. | Jan 9, 2023 | Jan 9, 2023 | 0 | Firm change | RIA to state RIA |
| ADVICE AND PLANNING SERVICES | REFRAME WEALTH, LLC | Mar 3, 2021 | Apr 2, 2021 | 30 | Firm change | Ibd to new firm |
| COMMONWEALTH FINANCIAL NETWORK | ADVICE AND PLANNING SERVICES | Sep 15, 2014 | Oct 24, 2014 | 39 | Firm change | Other |
| ASSET MANAGEMENT GROUP, INC. | COMMONWEALTH FINANCIAL NETWORK | Jan 31, 2013 | Jan 24, 2014 | 358 | Firm change | Other |
| FIRST COMMAND FINANCIAL PLANNING, INC. | ASSET MANAGEMENT GROUP, INC. | Nov 7, 2012 | Nov 28, 2012 | 21 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 20472:313386:VA:2021-03-03 | Mar 3, 2021 | Apr 2, 2021 | FAIRFAX, VA | Firm change |