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Advisor at AAF WEALTH MANAGEMENT, LLC
WESTBOROUGH, MA
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 |
|---|---|---|---|---|---|---|
| AAF WEALTH MANAGEMENT, LLC | Independent wealth | Feb 22, 2019 | n/a | yes | WESTBOROUGH, MA | Current employment |
| FERRIS CAPITAL, LLC | Former SEC adviser | Jun 13, 2018 | Feb 11, 2019 | no | SOUTHBOROUGH, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 2, 2008 | Mar 9, 2018 | no | BOSTON, MA|SHREWSBURY, MA|FRAMINGHAM, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FERRIS CAPITAL, LLC | AAF WEALTH MANAGEMENT, LLC | Feb 11, 2019 | Feb 22, 2019 | 11 | Firm change | RIA to RIA |
| STRATEGIC ADVISERS LLC | FERRIS CAPITAL, LLC | Mar 9, 2018 | Jun 13, 2018 | 96 | Firm change | Ibd to RIA |