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Advisor at LANSDOWNE WEALTH MANAGEMENT, LLC
LONDON | London | MYSTIC, CT
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 |
|---|---|---|---|---|---|---|
| LANSDOWNE WEALTH MANAGEMENT, LLC | Independent wealth | Jul 24, 2026 | n/a | yes | MYSTIC, CT|London | Current employment |
| DUNHILL FINANCIAL | Independent wealth | Jun 17, 2025 | n/a | yes | London | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Sep 13, 2019 | Oct 12, 2020 | no | SAN ANTONIO, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 19, 2008 | Sep 17, 2019 | no | SAN ANTONIO, TX|SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | DUNHILL FINANCIAL | Oct 12, 2020 | Jun 17, 2025 | 1,709 | Firm change after gap | Wirehouse to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | UBS FINANCIAL SERVICES INC. | Sep 17, 2019 | Sep 13, 2019 | -4 | Firm change | Wirehouse to wirehouse |