DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at POWER WEALTH MANAGEMENT
ALPHARETTA, GA | TYLER, 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 |
|---|---|---|---|---|---|---|
| POWER WEALTH MANAGEMENT | Independent wealth | Jun 8, 2026 | n/a | yes | ALPHARETTA, GA|TYLER, TX | Current employment |
| CLARO ADVISORS INC. | Independent wealth | Jan 2, 2026 | Jun 23, 2026 | no | BOSTON, MA|TYLER, TX | Previous registration |
| Ndvr | Former SEC adviser | Apr 1, 2025 | Mar 20, 2026 | no | Tyler, TX|WINCHESTER, MA | Previous registration |
| Ndvr | Former SEC adviser | Jan 17, 2023 | Aug 1, 2024 | no | Plano, TX | Previous registration |
| PERSONAL CAPITAL ADVISORS CORPORATION | Former SEC adviser | Jun 21, 2017 | Dec 16, 2022 | no | Woodstock, GA|GREENWOOD VILLAGE, CO|ATLANTA, GA|DALLAS, TX | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jun 19, 2014 | May 9, 2017 | no | ALPHARETTA, GA | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Oct 17, 2013 | Jun 3, 2014 | no | ATLANTA, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 2, 2011 | Sep 10, 2013 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLARO ADVISORS INC. | POWER WEALTH MANAGEMENT | Jun 23, 2026 | Jun 8, 2026 | -15 | Firm change | RIA to RIA |
| Ndvr | CLARO ADVISORS INC. | Mar 20, 2026 | Jan 2, 2026 | -77 | Firm change after gap | RIA to RIA |
| PERSONAL CAPITAL ADVISORS CORPORATION | Ndvr | Dec 16, 2022 | Jan 17, 2023 | 32 | Firm change | RIA to RIA |
| STRATEGIC ADVISERS LLC | PERSONAL CAPITAL ADVISORS CORPORATION | May 9, 2017 | Jun 21, 2017 | 43 | Firm change | Other |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | STRATEGIC ADVISERS LLC | Jun 3, 2014 | Jun 19, 2014 | 16 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | Sep 10, 2013 | Oct 17, 2013 | 37 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 310602:160294:MA:2026-03-20 | Mar 20, 2026 | Jan 2, 2026 | WINCHESTER, MA | Firm change after gap |