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Advisor at BULL HARBOR CAPITAL LLC.
BETHESDA, MD | Fairfield, CT
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 |
|---|---|---|---|---|---|---|
| BULL HARBOR CAPITAL LLC. | Independent wealth | Nov 6, 2023 | n/a | yes | Fairfield, CT|BETHESDA, MD | Current employment |
| MONECO ADVISORS | Independent wealth | Dec 14, 2021 | Nov 7, 2023 | no | New Canaan, CT | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Aug 16, 2018 | Dec 17, 2021 | no | SHELTON, CT | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Dec 1, 2015 | Aug 15, 2018 | no | RYE BROOK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MONECO ADVISORS | BULL HARBOR CAPITAL LLC. | Nov 7, 2023 | Nov 6, 2023 | -1 | Firm change | RIA to new firm |
| MML INVESTORS SERVICES, LLC | MONECO ADVISORS | Dec 17, 2021 | Dec 14, 2021 | -3 | Firm change | Ibd to RIA |
| PARK AVENUE SECURITIES LLC | MML INVESTORS SERVICES, LLC | Aug 15, 2018 | Aug 16, 2018 | 1 | Firm change | Ibd to ibd |