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Advisor at FINWELL, INC.
Nashville, TN | BRENTWOOD, TN
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 |
|---|---|---|---|---|---|---|
| FINWELL, INC. | State registered | Jun 1, 2023 | n/a | yes | Nashville, TN|BRENTWOOD, TN | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 21, 2018 | Jun 8, 2021 | no | JACKSONVILLE, FL|NASHVILLE, TN|NASHVILLE, TN|ATLANTA, GA|BRENTWOOD, TN | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Nov 7, 2016 | Jan 26, 2018 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FINWELL, INC. | Jun 8, 2021 | Jun 1, 2023 | 723 | Firm change after gap | Wirehouse to state RIA |
| STRATEGIC ADVISERS LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jan 26, 2018 | Feb 21, 2018 | 26 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104555:7691:FL:2018-01-26 | Jan 26, 2018 | Feb 21, 2018 | JACKSONVILLE, FL | Firm change |