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Advisor at SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
MONTVALE, 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 |
|---|---|---|---|---|---|---|
| SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC | Independent wealth | Oct 28, 2025 | n/a | yes | MONTVALE, NJ | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 30, 2015 | Sep 2, 2016 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC | Sep 2, 2016 | Oct 28, 2025 | 3,343 | Firm change after gap | Wirehouse to RIA |