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Reading the graph
Advisor at MASONBORO ADVISORS
WILMINGTON, NC
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 |
|---|---|---|---|---|---|---|
| MASONBORO ADVISORS | Independent wealth | May 7, 2025 | n/a | yes | WILMINGTON, NC | Current employment |
| SHEETS SMITH WEALTH MANAGEMENT | Independent wealth | May 9, 2024 | May 1, 2025 | no | WINSTON SALEM, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SHEETS SMITH WEALTH MANAGEMENT | MASONBORO ADVISORS | May 1, 2025 | May 7, 2025 | 6 | Firm change | RIA to RIA |