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Advisor at MARBLE WEALTH, LLC
MONTGOMERY, AL
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 |
|---|---|---|---|---|---|---|
| MARBLE WEALTH, LLC | Independent wealth | Jun 2, 2025 | n/a | yes | MONTGOMERY, AL | Current employment |
| SANCTUARY ADVISORS, LLC | Bd affiliated wealth | Aug 23, 2022 | Oct 1, 2025 | no | MONTGOMERY, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SANCTUARY ADVISORS, LLC | MARBLE WEALTH, LLC | Oct 1, 2025 | Jun 2, 2025 | -121 | Firm change after gap | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 226606:335291:AL:2025-10-01 | Oct 1, 2025 | Jun 2, 2025 | MONTGOMERY, AL | Firm change after gap |