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Advisor at GREENWAY FINANCIAL ADVISORS LLC
Watertown, 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 |
|---|---|---|---|---|---|---|
| GREENWAY FINANCIAL ADVISORS LLC | State registered | Jan 26, 2021 | n/a | yes | Watertown, MA | Current employment |
| MONOGRAPH WEALTH ADVISORS, LLC | Independent wealth | Jun 30, 2020 | Jan 8, 2021 | no | MANHATTAN BEACH, CA | Previous registration |
| AURORA FINANCIAL ADVISORS, LLC | Former SEC adviser | Apr 26, 2016 | Mar 9, 2019 | no | WELLESLEY, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MONOGRAPH WEALTH ADVISORS, LLC | GREENWAY FINANCIAL ADVISORS LLC | Jan 8, 2021 | Jan 26, 2021 | 18 | Firm change | RIA to state RIA |
| AURORA FINANCIAL ADVISORS, LLC | MONOGRAPH WEALTH ADVISORS, LLC | Mar 9, 2019 | Jun 30, 2020 | 479 | Firm change after gap | RIA to RIA |