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Advisor at 5T WEALTH, LLC
NAPA, CA
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 |
|---|---|---|---|---|---|---|
| 5T WEALTH, LLC | Independent wealth | Aug 29, 2018 | n/a | yes | NAPA, CA | Current employment |
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | Former SEC adviser | May 4, 2004 | Aug 2, 2004 | no | PITTSBURGH, PA | Previous registration |
| FDX ADVISORS, INC. | Asset manager | Mar 12, 2002 | May 4, 2004 | no | ST. HELENA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MID ATLANTIC FINANCIAL MANAGEMENT, INC. | 5T WEALTH, LLC | Aug 2, 2004 | Aug 29, 2018 | 5,140 | Firm change after gap | Other |
| FDX ADVISORS, INC. | MID ATLANTIC FINANCIAL MANAGEMENT, INC. | May 4, 2004 | May 4, 2004 | 0 | Firm change | Other |