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Reading the graph
Advisor at ABOUT TIME FINANCIAL PLANNING
ROCHESTER, 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 |
|---|---|---|---|---|---|---|
| ABOUT TIME FINANCIAL PLANNING | State registered | Sep 22, 2023 | n/a | yes | ROCHESTER, NY | Current employment |
| VALUES ADDED FINANCIAL | Independent wealth | May 21, 2021 | Jan 5, 2024 | no | WASHINGTON, DC|Rochester, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALUES ADDED FINANCIAL | ABOUT TIME FINANCIAL PLANNING | Jan 5, 2024 | Sep 22, 2023 | -105 | Firm change after gap | RIA to state RIA |