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Advisor at ALCHEMI WEALTH, LLC
ESSEX, CT
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 |
|---|---|---|---|---|---|---|
| ALCHEMI WEALTH, LLC | Independent wealth | Jan 11, 2021 | n/a | yes | ESSEX, CT | Current employment |
| ALCHEMI WEALTH MANAGEMENT | n/a | Jan 2, 2019 | Mar 24, 2021 | no | BOSTON, MA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 27, 2008 | Mar 12, 2018 | no | MYSTIC, CT|GLASTONBURY, CT | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 5, 2006 | Jul 8, 2008 | no | NEW HAVEN, CT|NEW YORK, NY|NEW HAVEN, CT|HARTFORD, CT|GLASTONBURY, CT|HARTFORD, CT|WINDSOR, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALCHEMI WEALTH MANAGEMENT | ALCHEMI WEALTH, LLC | Mar 24, 2021 | Jan 11, 2021 | -72 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | ALCHEMI WEALTH MANAGEMENT | Mar 12, 2018 | Jan 2, 2019 | 296 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Jul 8, 2008 | Jun 27, 2008 | -11 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 297586:310451:MA:2021-03-24 | Mar 24, 2021 | Jan 11, 2021 | BOSTON, MA | Firm change after gap |