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Advisor at VALUEWEALTH SERVICES, LLC
ANNAPOLIS, MD | Denver, CO
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 |
|---|---|---|---|---|---|---|
| VALUEWEALTH SERVICES, LLC | Independent wealth | May 26, 2026 | n/a | yes | ANNAPOLIS, MD|Denver, CO | Current employment |
| WHIPPLEWOOD ADVISORS, LLC | Independent wealth | Oct 20, 2020 | May 28, 2026 | no | LITTLETON, CO | Previous registration |
| FIRST FINANCIAL EQUITY CORPORATION | Former SEC adviser | Aug 5, 2014 | Oct 21, 2020 | no | GREENWOOD VILLAGE, CO | Previous registration |
| EDWARD JONES | National bd RIA | Nov 30, 2006 | Jul 30, 2014 | no | DENVER, CO|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WHIPPLEWOOD ADVISORS, LLC | VALUEWEALTH SERVICES, LLC | May 28, 2026 | May 26, 2026 | -2 | Firm change | RIA to RIA |
| FIRST FINANCIAL EQUITY CORPORATION | WHIPPLEWOOD ADVISORS, LLC | Oct 21, 2020 | Oct 20, 2020 | -1 | Firm change | Ibd to RIA |
| EDWARD JONES | FIRST FINANCIAL EQUITY CORPORATION | Jul 30, 2014 | Aug 5, 2014 | 6 | Firm change | Other |