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Advisor at DOWNING STREET WEALTH MANAGEMENT LLC
GREENWOOD VILLAGE, 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 |
|---|---|---|---|---|---|---|
| DOWNING STREET WEALTH MANAGEMENT LLC | Independent wealth | Dec 5, 2022 | n/a | yes | GREENWOOD VILLAGE, CO | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 22, 2021 | Oct 21, 2022 | no | GREENWOOD VILLAGE, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | DOWNING STREET WEALTH MANAGEMENT LLC | Oct 21, 2022 | Dec 5, 2022 | 45 | Firm change | Ibd to RIA |