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Advisor at FAO WEALTH INC
TRUMBULL, 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 |
|---|---|---|---|---|---|---|
| FAO WEALTH INC | Former SEC adviser | Jul 28, 2025 | n/a | yes | TRUMBULL, CT | Current employment |
| COOPER FINANCIAL SERVICES, INC. | Independent wealth | Mar 4, 2022 | Aug 20, 2025 | no | SHELTON, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COOPER FINANCIAL SERVICES, INC. | FAO WEALTH INC | Aug 20, 2025 | Jul 28, 2025 | -23 | Firm change | RIA to new firm |