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Reading the graph
Advisor at MARINER
Rochester, 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 |
|---|---|---|---|---|---|---|
| Mariner | Bd affiliated wealth | Sep 3, 2025 | n/a | yes | Rochester, NY | Current employment |
| ACHIEVE WEALTH PARTNERS LLC | Former SEC adviser | May 7, 2021 | Feb 1, 2024 | no | ROCHESTER, NY | Previous registration |
| FORTE CAPITAL LLC | Former SEC adviser | Apr 15, 2021 | Oct 1, 2025 | no | ROCHESTER, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORTE CAPITAL LLC | ACHIEVE WEALTH PARTNERS LLC | Oct 1, 2025 | May 7, 2021 | -1,608 | Firm change after gap | Other |
| ACHIEVE WEALTH PARTNERS LLC | Mariner | Feb 1, 2024 | Sep 3, 2025 | 580 | Firm change after gap | Other |