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Advisor at MARATHON WEALTH INCORPORATED
SUWANEE, GA
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 |
|---|---|---|---|---|---|---|
| MARATHON WEALTH INCORPORATED | State registered | Feb 26, 2018 | n/a | yes | SUWANEE, GA | Current employment |
| REDWOOD WEALTH MANAGEMENT, LLC | Former SEC adviser | Apr 1, 2016 | Jan 24, 2018 | no | ALPHARETTA, GA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Aug 2, 2012 | Apr 8, 2016 | no | DUNWOODY, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REDWOOD WEALTH MANAGEMENT, LLC | MARATHON WEALTH INCORPORATED | Jan 24, 2018 | Feb 26, 2018 | 33 | Firm change | Other |
| STRATEGIC ADVISERS LLC | REDWOOD WEALTH MANAGEMENT, LLC | Apr 8, 2016 | Apr 1, 2016 | -7 | Firm change | Other |