DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FOX HILL WEALTH MANAGEMENT
DEDHAM, 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 |
|---|---|---|---|---|---|---|
| FOX HILL WEALTH MANAGEMENT | Independent wealth | Dec 22, 2022 | n/a | yes | DEDHAM, MA | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 23, 2008 | Feb 4, 2022 | no | NEWPORT, RI|PROVIDENCE, RI | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 1, 2003 | Nov 6, 2008 | no | NEWPORT, RI|NEWPORT, RI | Previous registration |
| PRUDENTIAL EQUITY GROUP, LLC | n/a | Nov 9, 1998 | Jul 1, 2003 | no | NEWPORT, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | FOX HILL WEALTH MANAGEMENT | Feb 4, 2022 | Dec 22, 2022 | 321 | Firm change | Wirehouse to RIA |
| WELLS FARGO ADVISORS | UBS FINANCIAL SERVICES INC. | Nov 6, 2008 | Oct 23, 2008 | -14 | Firm change | Wirehouse to wirehouse |
| PRUDENTIAL EQUITY GROUP, LLC | WELLS FARGO ADVISORS | Jul 1, 2003 | Jul 1, 2003 | 0 | Bulk transfer | Other |