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Advisor at PIECE OF WEALTH PLANNING LLC
DACULA, GA
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 |
|---|---|---|---|---|---|---|
| PIECE OF WEALTH PLANNING LLC | State registered | Feb 27, 2020 | n/a | yes | DACULA, GA | Current employment |
| ORIGIN INVESTMENT ADVISORY LLC | Independent wealth | Oct 13, 2022 | Aug 7, 2023 | no | SARASOTA, FL|DECATUR, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORIGIN INVESTMENT ADVISORY LLC | n/a | Aug 7, 2023 | n/a | n/a | Departure no registered destination | Departure |