DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SIGHTLINE WEALTH ADVISORS, LLC
GROTON, CT
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 |
|---|---|---|---|---|---|---|
| SIGHTLINE WEALTH ADVISORS, LLC | Independent wealth | May 12, 2015 | n/a | yes | GROTON, CT | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Apr 9, 2002 | May 14, 2015 | no | GROTON, CT|WOODBRIDGE, CT|New Haven, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | SIGHTLINE WEALTH ADVISORS, LLC | May 14, 2015 | May 12, 2015 | -2 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:176520:CT:2015-05-14 | May 14, 2015 | May 12, 2015 | NEW HAVEN, CT | Firm change |