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Advisor at ASSET STRATEGY ADVISORS, LLC
WAYLAND, 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 |
|---|---|---|---|---|---|---|
| ASSET STRATEGY ADVISORS, LLC | Mixed wealth | May 22, 2015 | n/a | yes | WAYLAND, MA | Current employment |
| TRIAD ADVISORS, LLC | Former SEC adviser | Mar 9, 2012 | May 20, 2015 | no | NEEDHAM, MA|ATLANTA, GA|MEDFIELD, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRIAD ADVISORS, LLC | ASSET STRATEGY ADVISORS, LLC | May 20, 2015 | May 22, 2015 | 2 | Firm change | Other |