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Advisor at CLARION WEALTH MANAGEMENT PARTNERS
FAIRFAX, VA
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 |
|---|---|---|---|---|---|---|
| CLARION WEALTH MANAGEMENT PARTNERS | Independent wealth | Mar 31, 2025 | n/a | yes | FAIRFAX, VA | Current employment |
| EVERSOURCE WEALTH ADVISORS, LLC | Independent wealth | Mar 8, 2024 | Mar 31, 2025 | no | Fairfax, VA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Sep 17, 2021 | Mar 11, 2024 | no | FAIRFAX, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS, LLC | CLARION WEALTH MANAGEMENT PARTNERS | Mar 31, 2025 | Mar 31, 2025 | 0 | Firm change | RIA to new firm |
| COMMONWEALTH FINANCIAL NETWORK | EVERSOURCE WEALTH ADVISORS, LLC | Mar 11, 2024 | Mar 8, 2024 | -3 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 286340:334243:VA:2025-03-31 | Mar 31, 2025 | Mar 31, 2025 | FAIRFAX, VA | Firm change |
| 8032:286340:VA:2024-03-08 | Mar 11, 2024 | Mar 8, 2024 | FAIRFAX, VA | Firm change |