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Advisor at RCM WEALTH ADVISORS
Bedford, NH | CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| RCM WEALTH ADVISORS | Independent wealth | Jan 7, 2025 | n/a | yes | Bedford, NH|CHICAGO, IL | Current employment |
| STONEWALL CAPITAL MANAGEMENT, L.L.C. | n/a | Sep 6, 2018 | Apr 28, 2025 | no | MANCHESTER, NH|BEDFORD, NH | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 4, 2001 | Jun 3, 2003 | no | MANCHESTER, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STONEWALL CAPITAL MANAGEMENT, L.L.C. | RCM WEALTH ADVISORS | Apr 28, 2025 | Jan 7, 2025 | -111 | Firm change after gap | Other |
| UBS FINANCIAL SERVICES INC. | STONEWALL CAPITAL MANAGEMENT, L.L.C. | Jun 3, 2003 | Sep 6, 2018 | 5,574 | Firm change after gap | Other |