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Advisor at THEPARTNERS WEALTH MANAGEMENT
Jericho, NY | CARMEL BY THE SEA, CA
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 |
|---|---|---|---|---|---|---|
| THEPARTNERS WEALTH MANAGEMENT | Independent wealth | Feb 13, 2026 | n/a | yes | Jericho, NY|CARMEL BY THE SEA, CA | Current employment |
| AMERICAN PORTFOLIOS ADVISORS, INC | Former SEC adviser | Nov 24, 2010 | Sep 16, 2024 | no | HOLBROOK, NY | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Aug 31, 2006 | Dec 4, 2008 | no | JERSEY CITY, NJ|NYC, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERICAN PORTFOLIOS ADVISORS, INC | THEPARTNERS WEALTH MANAGEMENT | Sep 16, 2024 | Feb 13, 2026 | 515 | Firm change after gap | Ibd to RIA |
| EQUITABLE ADVISORS, LLC | AMERICAN PORTFOLIOS ADVISORS, INC | Dec 4, 2008 | Nov 24, 2010 | 720 | Firm change after gap | Other |