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Advisor at GREENWAY WEALTH ADVISORS, LLC
CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| GREENWAY WEALTH ADVISORS, LLC | Independent wealth | Mar 14, 2018 | n/a | yes | CHARLOTTE, NC | Current employment |
| CAVU WEALTH ADVISORS | Former SEC adviser | Jul 6, 2011 | Dec 23, 2017 | no | Charlotte, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAVU WEALTH ADVISORS | GREENWAY WEALTH ADVISORS, LLC | Dec 23, 2017 | Mar 14, 2018 | 81 | Firm change | RIA to RIA |