DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at US WEALTH MANAGEMENT ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| US WEALTH MANAGEMENT ADVISORS, LLC | State registered | Jun 28, 2023 | n/a | yes | NEW YORK, NY | Current employment |
| US WEALTH MANAGEMENT ADVISORS | n/a | Oct 22, 2019 | Dec 16, 2021 | no | NEW YORK, NY | Previous registration |
| MODERN CAPITAL ADVISORS, LLC | Independent wealth | Nov 30, 2012 | Feb 26, 2015 | no | BRADENTON, FL|RALEIGH, NC | Previous registration |
| WEALTH MANAGEMENT CENTERS, LLC | n/a | Jul 29, 2003 | Dec 31, 2010 | no | BRADENTON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| US WEALTH MANAGEMENT ADVISORS | US WEALTH MANAGEMENT ADVISORS, LLC | Dec 16, 2021 | Jun 28, 2023 | 559 | Firm change after gap | Other |
| MODERN CAPITAL ADVISORS, LLC | US WEALTH MANAGEMENT ADVISORS | Feb 26, 2015 | Oct 22, 2019 | 1,699 | Firm change after gap | Other |
| WEALTH MANAGEMENT CENTERS, LLC | MODERN CAPITAL ADVISORS, LLC | Dec 31, 2010 | Nov 30, 2012 | 700 | Firm change after gap | Other |