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Reading the graph
Advisor at SINGLE POINT PARTNERS
BOSTON, 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 |
|---|---|---|---|---|---|---|
| SINGLE POINT PARTNERS | Independent wealth | Mar 16, 2021 | n/a | yes | BOSTON, MA | Current employment |
| MODERA WEALTH MANAGEMENT, LLC | Independent wealth | May 3, 2017 | Feb 5, 2021 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MODERA WEALTH MANAGEMENT, LLC | SINGLE POINT PARTNERS | Feb 5, 2021 | Mar 16, 2021 | 39 | Firm change | RIA to RIA |