DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at AMERICAN WEALTH ADMINISTRATION GROUP LLC
GLEN COVE, NY
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 |
|---|---|---|---|---|---|---|
| AMERICAN WEALTH ADMINISTRATION GROUP LLC | Independent wealth | Jul 13, 2016 | n/a | yes | GLEN COVE, NY | Current employment |
| UNITED ADVISORS | Former SEC adviser | Jan 15, 2014 | Feb 23, 2016 | no | BOCA RATON, FL|Westminster, VT | Previous registration |
| MORGAN STANLEY | Wirehouse | Sep 21, 2010 | Jan 23, 2014 | no | JERICHO, NY|GREAT NECK, NY|Jericho, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED ADVISORS | AMERICAN WEALTH ADMINISTRATION GROUP LLC | Feb 23, 2016 | Jul 13, 2016 | 141 | Firm change | Other |
| MORGAN STANLEY | UNITED ADVISORS | Jan 23, 2014 | Jan 15, 2014 | -8 | Firm change | Other |