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Advisor at JOURNEY BEYOND WEALTH
Kennesaw, 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 |
|---|---|---|---|---|---|---|
| JOURNEY BEYOND WEALTH | Independent wealth | May 2, 2019 | n/a | yes | Kennesaw, GA | Current employment |
| CONVERGENT WEALTH ADVISORS, LLC | Former SEC adviser | May 15, 2007 | Nov 25, 2009 | no | ATLANTA, GA | Previous registration |
| LYDIAN WEALTH MANAGEMENT COMPANY, LLC | n/a | Jun 7, 2004 | May 21, 2007 | no | ROCKVILLE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONVERGENT WEALTH ADVISORS, LLC | JOURNEY BEYOND WEALTH | Nov 25, 2009 | May 2, 2019 | 3,445 | Firm change after gap | Other |
| LYDIAN WEALTH MANAGEMENT COMPANY, LLC | CONVERGENT WEALTH ADVISORS, LLC | May 21, 2007 | May 15, 2007 | -6 | Firm change | Other |