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Advisor at FAMILYROOT WEALTH ADVISORS, LLC
NEWNAN, GA
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 |
|---|---|---|---|---|---|---|
| FAMILYROOT WEALTH ADVISORS, LLC | State registered | Aug 6, 2025 | n/a | yes | NEWNAN, GA | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Nov 5, 2024 | Jul 10, 2025 | no | MCDONOUGH, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 22, 2012 | May 14, 2013 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | FAMILYROOT WEALTH ADVISORS, LLC | Jul 10, 2025 | Aug 6, 2025 | 27 | Firm change | Ibd to state RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | OSAIC WEALTH, INC. | May 14, 2013 | Nov 5, 2024 | 4,193 | Firm change after gap | Wirehouse to ibd |