DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SEASONS OF ADVICE WEALTH MANAGEMENT
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 |
|---|---|---|---|---|---|---|
| SEASONS OF ADVICE WEALTH MANAGEMENT | Independent wealth | Jun 5, 2023 | n/a | yes | NEW YORK, NY | Current employment |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Apr 2, 2020 | May 31, 2023 | no | New York, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | SEASONS OF ADVICE WEALTH MANAGEMENT | May 31, 2023 | Jun 5, 2023 | 5 | Firm change | Ibd to RIA |