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Advisor at WICKFORD WEALTH MANAGEMENT, LLC
NORTH KINGSTOWN, RI
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 |
|---|---|---|---|---|---|---|
| WICKFORD WEALTH MANAGEMENT, LLC | State registered | Sep 12, 2012 | n/a | yes | NORTH KINGSTOWN, RI | Current employment |
| STRATEGICPOINT INVESTMENT ADVISORS LLC | Independent wealth | Aug 29, 2008 | Sep 13, 2012 | no | PROVIDENCE, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGICPOINT INVESTMENT ADVISORS LLC | WICKFORD WEALTH MANAGEMENT, LLC | Sep 13, 2012 | Sep 12, 2012 | -1 | Firm change | Other |