DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PEAK FINANCIAL INVESTING, LLC
CHESTER, MA
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 |
|---|---|---|---|---|---|---|
| PEAK FINANCIAL INVESTING, LLC | State registered | Jun 5, 2023 | n/a | yes | CHESTER, MA | Current employment |
| Wealthion | No RAUM reported | Jun 26, 2013 | Dec 11, 2020 | no | NEW YORK, NY|MONTAGUE, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Wealthion | PEAK FINANCIAL INVESTING, LLC | Dec 11, 2020 | Jun 5, 2023 | 906 | Firm change after gap | Other |