DFX Intelligence
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Reading the graph
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Advisor at V••• R••••••••• A•••••••• L••
SOUTH WINDSOR, CT | WINDSOR, CT
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 |
|---|---|---|---|---|---|---|
| V••• R••••••••• A•••••••• L•• | Other adviser | Sep 15, 2018 | n/a | yes | WINDSOR, CT|SOUTH WINDSOR, CT | Current employment |
| V••• F•••••••• A•••••••• I••• | Bd affiliated wealth | Feb 10, 2016 | Jun 7, 2018 | no | WINDSOR, CT |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| V••• F•••••••• A•••••••• I••• | V••• R••••••••• A•••••••• L•• | Jun 7, 2018 | Sep 15, 2018 | 100 | Firm change | Ibd to RIA |
| V••• R••••••••• A•••••••• L•• | V••• F•••••••• A•••••••• I••• | Feb 25, 2016 | Feb 10, 2016 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 2882:3989:CT:2018-05-22 | Jun 7, 2018 | Sep 15, 2018 | WINDSOR, CT | Firm change |
| 3989:2882:MA:2016-02-25 | Feb 25, 2016 | Feb 10, 2016 | QUINCY, MA | Firm change |
| V••• R••••••••• A•••••••• L•• | Other adviser | Aug 29, 2008 | Feb 25, 2016 | no | SOUTH WINDSOR, CT|BRAINTREE, MA|QUINCY, MA|South windsor, CT|QUINCY, MA | Previous registration |
| -15 |
| Firm change |
| Other |