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Advisor at WEALTHCARE FINANCIAL GROUP, INC.
PEACHTREE CITY, GA | LAYTONSVILLE, MD | Bethesda, MD
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 |
|---|---|---|---|---|---|---|
| HISAAB CAPITAL, LLC | State registered | Jun 2, 2026 | n/a | yes | LAYTONSVILLE, MD | Current employment |
| WEALTHCARE FINANCIAL GROUP, INC. | State registered | Jan 1, 2025 | n/a | yes | Bethesda, MD|PEACHTREE CITY, GA | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Mar 25, 2017 | Dec 11, 2018 | no | ROCKVILLE, MD|Rockville, MD | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jan 2, 2015 | Mar 25, 2017 | no | ROCKVILLE, MD | Previous registration |
| NEW ENGLAND SECURITIES CORPORATION | Former SEC adviser | May 19, 2014 | Jan 2, 2015 | no | WALL TOWNSHIP, NJ|ROCKVILLE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | WEALTHCARE FINANCIAL GROUP, INC. | Dec 11, 2018 | Jan 1, 2025 | 2,213 | Firm change after gap | Ibd to state RIA |
| MSI FINANCIAL SERVICES, INC. | MML INVESTORS SERVICES, LLC | Mar 25, 2017 | Mar 25, 2017 | 0 | Bulk transfer | Other |
| NEW ENGLAND SECURITIES CORPORATION | MSI FINANCIAL SERVICES, INC. | Jan 2, 2015 | Jan 2, 2015 | 0 | Bulk transfer | Other |