DFX Intelligence
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Reading the graph
Reading the graph
Advisor at RETIRABLE
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 |
|---|---|---|---|---|---|---|
| Retirable | Independent wealth | Apr 15, 2025 | n/a | yes | NEW YORK, NY | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Apr 8, 2024 | Aug 20, 2024 | no | GREENWOOD VILLAGE, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Retirable | Aug 20, 2024 | Apr 15, 2025 | 238 | Firm change | Ibd to RIA |