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Advisor at PRESTIGE WEALTH MANAGEMENT GROUP, LLC
FLEMINGTON, NJ
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 |
|---|---|---|---|---|---|---|
| THE PILLAR STRATEGIES | Asset manager | Jan 31, 2017 | n/a | yes | FLEMINGTON, NJ | Current employment |
| PRESTIGE WEALTH MANAGEMENT GROUP, LLC | Independent wealth | Jul 30, 2012 | n/a | yes | FLEMINGTON, NJ | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 17, 2008 | Jun 26, 2012 | no | SUMMIT, NJ | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jul 15, 2003 | Mar 25, 2008 | no | PARAMUS, NJ|PARAMUS, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | PRESTIGE WEALTH MANAGEMENT GROUP, LLC | Jun 26, 2012 | Jul 30, 2012 | 34 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Mar 25, 2008 | Mar 17, 2008 | -8 | Firm change | Ibd to wirehouse |