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Advisor at RIALTO WEALTH MANAGEMENT
SYRACUSE, NY
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 |
|---|---|---|---|---|---|---|
| RIALTO WEALTH MANAGEMENT | Independent wealth | Apr 15, 2026 | n/a | yes | SYRACUSE, NY | Current employment |
| CADARET GRANT & CO INC | Former SEC adviser | Nov 19, 2024 | Feb 7, 2025 | no | SYRACUSE, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CADARET GRANT & CO INC | RIALTO WEALTH MANAGEMENT | Feb 7, 2025 | Apr 15, 2026 | 432 | Firm change after gap | Ibd to RIA |