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Advisor at BOGART WEALTH, LLC
MCLEAN, VA | THE WOODLANDS, TX | Spring, TX
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 |
|---|---|---|---|---|---|---|
| BOGART WEALTH, LLC | Independent wealth | Nov 13, 2020 | n/a | yes | MCLEAN, VA|THE WOODLANDS, TX|Spring, TX | Current employment |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Jan 29, 2019 | Dec 9, 2020 | no | THE WOODLANDS, TX | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | May 18, 2015 | Jul 12, 2018 | no | BROOMFIELD, CO|WESTLAKE, TX|WESTLAKE, TX | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Aug 5, 2010 | Jul 21, 2014 | no | WESTLAKE, TX|BROOMFIELD, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | BOGART WEALTH, LLC | Dec 9, 2020 | Nov 13, 2020 | -26 | Firm change | Ibd to RIA |
| STRATEGIC ADVISERS LLC | UNITED CAPITAL FINANCIAL ADVISORS | Jul 12, 2018 | Jan 29, 2019 | 201 | Firm change | Ibd to RIA |