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Advisor at INNOVATIVE ADVISORY GROUP
LEXINGTON, MA
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 |
|---|---|---|---|---|---|---|
| INNOVATIVE ADVISORY GROUP | Independent wealth | May 4, 2021 | n/a | yes | LEXINGTON, MA | Current employment |
| ON INVESTMENT MANAGEMENT CO | Bd affiliated wealth | Jul 2, 2007 | Dec 31, 2008 | no | ANDOVER, MA|CINCINNATI, OH | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 24, 2004 | Apr 5, 2005 | no | BURLINGTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ON INVESTMENT MANAGEMENT CO | INNOVATIVE ADVISORY GROUP | Dec 31, 2008 | May 4, 2021 | 4,507 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | ON INVESTMENT MANAGEMENT CO | Apr 5, 2005 | Jul 2, 2007 | 818 | Firm change after gap | Other |