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Advisor at WEALTHEDGE INVESTMENT ADVISORS, LLC
NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| WEALTHEDGE INVESTMENT ADVISORS, LLC | Independent wealth | May 9, 2024 | n/a | yes | NEW YORK, NY | Current employment |
| WATTS CAPITAL PARTNERS LLC | Independent wealth | Jun 22, 2023 | Jun 21, 2024 | no | NEW YORK, NY | Previous registration |
| TSA MANAGEMENT INC | Independent wealth | Jan 17, 2020 | Jun 16, 2023 | no | GLEN HEAD, NY | Previous registration |
| TSA MANAGEMENT INC | Independent wealth | Jul 28, 2017 | Dec 31, 2019 | no | GLEN HEAD, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WATTS CAPITAL PARTNERS LLC | WEALTHEDGE INVESTMENT ADVISORS, LLC | Jun 21, 2024 | May 9, 2024 | -43 | Firm change after gap | RIA to RIA |
| TSA MANAGEMENT INC | WATTS CAPITAL PARTNERS LLC | Jun 16, 2023 | Jun 22, 2023 | 6 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149049:126337:NY:2024-06-21 | Jun 21, 2024 | May 9, 2024 | NEW YORK, NY | Firm change after gap |