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Advisor at WINTHROP WEALTH
BOSTON, 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 |
|---|---|---|---|---|---|---|
| WINTHROP WEALTH | Independent wealth | May 16, 2017 | n/a | yes | BOSTON, MA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 20, 1994 | Jan 8, 2025 | no | BOSTON, MA|AVON, CT|WESTBOROUGH, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | WINTHROP WEALTH | Jan 8, 2025 | May 16, 2017 | -2,794 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:288178:MA:2025-01-08 | Jan 8, 2025 | May 16, 2017 | WESTBOROUGH, MA | Firm change after gap |