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Advisor at DISCIPLINE WEALTH SOLUTIONS, INC.
GREENVILLE, SC | TAPPAN, 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 |
|---|---|---|---|---|---|---|
| DISCIPLINE WEALTH SOLUTIONS, INC. | Independent wealth | Oct 28, 2024 | n/a | yes | GREENVILLE, SC|TAPPAN, NY | Current employment |
| CPR INVESTMENTS INC | Independent wealth | Sep 5, 2023 | Oct 30, 2024 | no | ROCHESTER, MI|TAPPAN, NY | Previous registration |
| PRIMERICA ADVISORS | National bd RIA | Nov 16, 2021 | Sep 6, 2023 | no | BRIARCLIFF MANOR, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CPR INVESTMENTS INC | DISCIPLINE WEALTH SOLUTIONS, INC. | Oct 30, 2024 | Oct 28, 2024 | -2 | Firm change | RIA to RIA |
| PRIMERICA ADVISORS | CPR INVESTMENTS INC | Sep 6, 2023 | Sep 5, 2023 | -1 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 10111:139067:NY:2023-08-24 | Sep 6, 2023 | Sep 5, 2023 | BRIARCLIFF MANOR, NY | Firm change |