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Advisor at CONSOLIDATED PORTFOLIO REVIEW CORP
WOODBURY, NY | Locust Valley, 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 |
|---|---|---|---|---|---|---|
| CONSOLIDATED PORTFOLIO REVIEW CORP | Independent wealth | Feb 9, 2021 | n/a | yes | WOODBURY, NY|Locust Valley, NY | Current employment |
| 3D WEALTH RIA, LLC | Former SEC adviser | May 8, 2019 | Jul 17, 2019 | no | LOCUST VALLEY, NY | Previous registration |
| CONSOLIDATED PORTFOLIO REVIEW CORP | Independent wealth | Feb 26, 2016 | Dec 31, 2016 | no | WOODBURY, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| 3D WEALTH RIA, LLC | CONSOLIDATED PORTFOLIO REVIEW CORP | Jul 17, 2019 | Feb 9, 2021 | 573 | Firm change after gap | RIA to RIA |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 3D WEALTH RIA, LLC | Dec 31, 2016 | May 8, 2019 | 858 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 289081:112694:NY:2019-07-17 | Jul 17, 2019 | Feb 9, 2021 | LOCUST VALLEY, NY | Firm change after gap |
| 112694:289081:NY:2016-12-31 | Dec 31, 2016 | May 8, 2019 | WOODBURY, NY | Firm change after gap |