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Advisor at DA WEALTH ADVISORS
HIGHLAND PARK, IL
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 |
|---|---|---|---|---|---|---|
| DA WEALTH ADVISORS | Former SEC adviser | Aug 29, 2024 | n/a | yes | HIGHLAND PARK, IL | Current employment |
| MILLENNIAL ADVISERS, LLC. | Mixed wealth | Oct 18, 2021 | Feb 13, 2024 | no | NEW YORK, NY|Highland Park, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MILLENNIAL ADVISERS, LLC. | DA WEALTH ADVISORS | Feb 13, 2024 | Aug 29, 2024 | 198 | Firm change | RIA to new firm |