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Advisor at TWENTY FOUR WEALTH
DARIEN, 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 |
|---|---|---|---|---|---|---|
| TWENTY FOUR WEALTH | No RAUM reported | Aug 31, 2026 | n/a | yes | DARIEN, CT | Current employment |
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | Jul 23, 2025 | Sep 3, 2026 | no | Darien, CT | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 21, 2021 | Feb 9, 2023 | no | New York, NY | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Oct 2, 2020 | Dec 31, 2020 | no | WEST HARTFORD, CT | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Oct 2, 2020 | Jan 11, 2021 | no | West Hartford, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATOS WEALTH PARTNERS, LTD | TWENTY FOUR WEALTH | Sep 3, 2026 | Aug 31, 2026 | -3 | Firm change | Ibd to new firm |
| MORGAN STANLEY | STRATOS WEALTH PARTNERS, LTD | Feb 9, 2023 | Jul 23, 2025 | 895 | Firm change after gap | Wirehouse to ibd |
| TD AMERITRADE, INC. | MORGAN STANLEY | Jan 11, 2021 | Jun 21, 2021 | 161 | Firm change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Dec 31, 2020 | Oct 2, 2020 | -90 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153184:343559:CT:2026-09-03 | Sep 3, 2026 | Aug 31, 2026 | DARIEN, CT | Firm change |