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Advisor at PRISM PLANNING AND SOLUTIONS GROUP
WHITE PLAINS, 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 |
|---|---|---|---|---|---|---|
| PRISM PLANNING AND SOLUTIONS GROUP | Independent wealth | Feb 20, 2026 | n/a | yes | WHITE PLAINS, NY | Current employment |
| INSIGHT ADVISORS, LLC | Independent wealth | Oct 13, 2020 | Apr 6, 2026 | no | White Plains, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | Aug 2, 2019 | Oct 15, 2020 | no | Purchase, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INSIGHT ADVISORS, LLC | PRISM PLANNING AND SOLUTIONS GROUP | Apr 6, 2026 | Feb 20, 2026 | -45 | Firm change after gap | RIA to new firm |
| MORGAN STANLEY | INSIGHT ADVISORS, LLC | Oct 15, 2020 | Oct 13, 2020 | -2 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 168057:340003:NY:2026-04-06 | Apr 6, 2026 | Feb 20, 2026 | WHITE PLAINS, NY | Firm change after gap |
| 149777:168057:NY:2020-10-15 | Oct 15, 2020 | Oct 13, 2020 | PURCHASE, NY | Firm change |