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Advisor at COMPASS WEALTH MANAGEMENT LLC
Guilford, 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 |
|---|---|---|---|---|---|---|
| COMPASS WEALTH MANAGEMENT LLC | Independent wealth | Jun 4, 2026 | n/a | yes | Guilford, CT | Current employment |
| RISKBRIDGE ADVISORS, LLC | Mixed wealth | Feb 23, 2024 | May 22, 2026 | no | NORWALK, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RISKBRIDGE ADVISORS, LLC | COMPASS WEALTH MANAGEMENT LLC | May 22, 2026 | Jun 4, 2026 | 13 | Firm change | RIA to RIA |