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Advisor at SHOREHAVEN WEALTH PARTNERS, LLC
RED BANK, NJ
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 |
|---|---|---|---|---|---|---|
| SHOREHAVEN WEALTH PARTNERS, LLC | Independent wealth | Aug 14, 2026 | n/a | yes | RED BANK, NJ | Current employment |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Sep 23, 2020 | Apr 4, 2023 | no | PARSIPPANY, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS WEALTH SERVICES, L.P. | SHOREHAVEN WEALTH PARTNERS, LLC | Apr 4, 2023 | Aug 14, 2026 | 1,228 | Firm change after gap | Ibd to RIA |