DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MANHATTAN WEALTH MANAGEMENT GROUP
NEW YORK, 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 |
|---|---|---|---|---|---|---|
| MANHATTAN WEALTH MANAGEMENT GROUP | Independent wealth | Jun 18, 2026 | n/a | yes | NEW YORK, NY | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 15, 2024 | n/a | yes | NEW YORK, NY | Current employment |
| MPWM ADVISORY SOLUTIONS LLC | Independent wealth | Sep 4, 2021 | Mar 18, 2024 | no | ALPHARETTA, GA | Previous registration |
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Oct 5, 2012 | Sep 18, 2019 | no | NEW YORK, NY|MORRISTOWN, NJ|NEW ROCHELLE, NY | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Dec 10, 2002 | Apr 4, 2011 | no | NEW YORK, NY|NEW YORK, NY|NEW YORK CITY, NY|NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MPWM ADVISORY SOLUTIONS LLC | LPL FINANCIAL LLC | Mar 18, 2024 | Mar 15, 2024 | -3 | Firm change | RIA to ibd |
| PRIVATE ADVISOR GROUP, LLC | MPWM ADVISORY SOLUTIONS LLC | Sep 18, 2019 | Sep 4, 2021 | 717 | Firm change after gap | RIA to RIA |
| CHASE INVESTMENT SERVICES CORP. | PRIVATE ADVISOR GROUP, LLC | Apr 4, 2011 | Oct 5, 2012 | 550 | Firm change after gap | Other |