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Advisor at KING WEALTH MANAGEMENT GROUP, LLC
SARATOGA SPRINGS, NY
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 |
|---|---|---|---|---|---|---|
| KING WEALTH MANAGEMENT GROUP, LLC | Independent wealth | Oct 12, 2023 | n/a | yes | SARATOGA SPRINGS, NY | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 31, 2023 | Oct 2, 2023 | no | ALBANY, NY | Previous registration |
| FAGAN ASSOCIATES INC | Independent wealth | Sep 30, 2021 | Oct 10, 2022 | no | TROY, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | KING WEALTH MANAGEMENT GROUP, LLC | Oct 2, 2023 | Oct 12, 2023 | 10 | Firm change | Ibd to RIA |
| FAGAN ASSOCIATES INC | LPL FINANCIAL LLC | Oct 10, 2022 | Mar 31, 2023 | 172 | Firm change | RIA to ibd |