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Advisor at STILLWATER WEALTH MANAGEMENT GROUP LLC
JUNO BEACH, FL
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 |
|---|---|---|---|---|---|---|
| STILLWATER WEALTH MANAGEMENT GROUP LLC | Independent wealth | Sep 21, 2020 | n/a | yes | JUNO BEACH, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 11, 2013 | Sep 18, 2020 | no | BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | STILLWATER WEALTH MANAGEMENT GROUP LLC | Sep 18, 2020 | Sep 21, 2020 | 3 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:309796:FL:2020-09-18 | Sep 18, 2020 | Sep 21, 2020 | BOCA RATON, FL | Firm change |