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Advisor at MUIRFIELD WEALTH ADVISORS LLC
CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| MUIRFIELD WEALTH ADVISORS LLC | Independent wealth | Sep 30, 2021 | n/a | yes | CHARLOTTE, NC | Current employment |
| CARROLL FINANCIAL ASSOCIATES INC | Former SEC adviser | Feb 22, 2019 | Sep 30, 2021 | no | CHARLOTTE, NC|CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Aug 6, 2015 | Jan 29, 2019 | no | GREENVILLE, NC|RALEIGH, NC|RALEIGH, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CARROLL FINANCIAL ASSOCIATES INC | MUIRFIELD WEALTH ADVISORS LLC | Sep 30, 2021 | Sep 30, 2021 | 0 | Firm change | RIA to new firm |
| EQUITABLE ADVISORS, LLC | CARROLL FINANCIAL ASSOCIATES INC | Jan 29, 2019 | Feb 22, 2019 | 24 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105427:316071:NC:2021-09-30 | Sep 30, 2021 | Sep 30, 2021 | CHARLOTTE, NC | Firm change |