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Advisor at RENAISSANCE WEALTH ADVISORS, LLC
NEWTON, 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 |
|---|---|---|---|---|---|---|
| RENAISSANCE WEALTH ADVISORS, LLC | Independent wealth | Feb 13, 2019 | n/a | yes | NEWTON, MA | Current employment |
| FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC | Former SEC adviser | Feb 20, 2018 | Jan 4, 2019 | no | FOXBORO, MA | Previous registration |
| RAYLOR INVESTMENTS LLC | Former SEC adviser | Sep 27, 2011 | Nov 21, 2017 | no | GREENWICH, CT | Previous registration |
| STRATEGICPOINT INVESTMENT ADVISORS LLC | Independent wealth | Feb 25, 2009 | Nov 24, 2009 | no | PROVIDENCE, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC | RENAISSANCE WEALTH ADVISORS, LLC | Jan 4, 2019 | Feb 13, 2019 | 40 | Firm change | RIA to new firm |
| RAYLOR INVESTMENTS LLC | FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC | Nov 21, 2017 | Feb 20, 2018 | 91 | Firm change | Other |
| STRATEGICPOINT INVESTMENT ADVISORS LLC | RAYLOR INVESTMENTS LLC | Nov 24, 2009 | Sep 27, 2011 | 672 | Firm change after gap | Other |