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Advisor at DJ WEALTH SYSTEMS, LLC
NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| DJ WEALTH SYSTEMS, LLC | Independent wealth | May 29, 2021 | n/a | yes | NEW YORK, NY | Current employment |
| FORTIS CAPITAL ADVISORS, LLC | Independent wealth | Aug 1, 2024 | Jan 17, 2025 | no | New York, NY|PRAIRIE VILLAGE, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORTIS CAPITAL ADVISORS, LLC | n/a | Jan 17, 2025 | n/a | n/a | Departure no registered destination | Departure |