DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at JOEL ISAACSON & CO., LLC
NEW YORK, 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 |
|---|---|---|---|---|---|---|
| JOEL ISAACSON & CO., LLC | Independent wealth | Nov 16, 2021 | n/a | yes | NEW YORK, NY | Current employment |
| THE DOWLING GROUP WEALTH MANAGEMENT | Independent wealth | Jan 2, 2013 | Jan 23, 2018 | no | GREENWICH, CT | Previous registration |
| THE DOWLING GROUP, FINANCIAL COUNSELLORS | n/a | Sep 2, 2010 | Jan 24, 2011 | no | STAMFORD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE DOWLING GROUP WEALTH MANAGEMENT | JOEL ISAACSON & CO., LLC | Jan 23, 2018 | Nov 16, 2021 | 1,393 | Firm change after gap | RIA to RIA |
| THE DOWLING GROUP, FINANCIAL COUNSELLORS | THE DOWLING GROUP WEALTH MANAGEMENT | Jan 24, 2011 | Jan 2, 2013 | 709 | Firm change after gap | Other |