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Reading the graph
Advisor at MISSIONSQUARE RETIREMENT
Ocean, NJ | WASHINGTON, DC
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 |
|---|---|---|---|---|---|---|
| MISSIONSQUARE RETIREMENT | Bd affiliated wealth | Mar 18, 2025 | n/a | yes | Ocean, NJ|WASHINGTON, DC | Current employment |
| Farther | Independent wealth | Nov 2, 2023 | Feb 18, 2025 | no | Asbury Park, NJ|New York, NY|SAN FRANCISCO, CA | Previous registration |
| ZYNERGY RETIREMENT PLANNING | Independent wealth | Sep 26, 2017 | Oct 5, 2023 | no | Hazlet, NJ|RED BANK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Farther | MISSIONSQUARE RETIREMENT | Feb 18, 2025 | Mar 18, 2025 | 28 | Firm change | RIA to ibd |
| ZYNERGY RETIREMENT PLANNING | Farther | Oct 5, 2023 | Nov 2, 2023 | 28 | Firm change | RIA to RIA |