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Advisor at LIFTPOINT FAMILY WEALTH ADVISORS, LLC
FAR HILLS, 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 |
|---|---|---|---|---|---|---|
| LIFTPOINT FAMILY WEALTH ADVISORS, LLC | Independent wealth | Sep 25, 2025 | n/a | yes | FAR HILLS, NJ | Current employment |
| NEWEDGE ADVISORS | Bd affiliated wealth | Oct 29, 2024 | Nov 14, 2025 | no | Far Hills, NJ|NEW ORLEANS, LA|Berkeley Heights, NJ | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 29, 2019 | Jan 28, 2025 | no | MORRISTOWN, NJ|FAR HILLS, NJ | Previous registration |
| MORGAN STANLEY | Wirehouse | Nov 7, 2013 | Apr 30, 2019 | no | Morristown, NJ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 17, 2005 | Nov 7, 2013 | no | YARDLEY, PA|PHILADELPHIA, PA|PHILADELPHIA, PA | Previous registration |
| MERRILL LYNCH INVESTMENT MANAGERS LP | n/a | Apr 10, 2003 | Oct 20, 2005 | no | PLAINSBORO, NJ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 31, 2003 | Apr 10, 2003 | no | PENNINGTON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEWEDGE ADVISORS | LIFTPOINT FAMILY WEALTH ADVISORS, LLC | Nov 14, 2025 | Sep 25, 2025 | -50 | Firm change after gap | Ibd to new firm |
| LPL FINANCIAL LLC | NEWEDGE ADVISORS | Jan 28, 2025 | Oct 29, 2024 | -91 | Firm change after gap | Ibd to ibd |
| MORGAN STANLEY | LPL FINANCIAL LLC | Apr 30, 2019 | Apr 29, 2019 | -1 | Firm change | Wirehouse to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Nov 7, 2013 | Nov 7, 2013 | 0 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH INVESTMENT MANAGERS LP | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 20, 2005 | Oct 17, 2005 | -3 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MERRILL LYNCH INVESTMENT MANAGERS LP | Apr 10, 2003 | Apr 10, 2003 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:171351:NJ:2025-01-28 | Jan 28, 2025 | Oct 29, 2024 | FAR HILLS, NJ | Firm change after gap |