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Advisor at SEVEN MILE ADVISORY LLC
Tarrytown, NY | TALLAHASSEE, FL
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 |
|---|---|---|---|---|---|---|
| SEVEN MILE ADVISORY LLC | Independent wealth | Jul 17, 2026 | n/a | yes | TALLAHASSEE, FL|Tarrytown, NY | Current employment |
| RANGE ADVISORY, LLC | Independent wealth | Feb 9, 2025 | Jul 8, 2026 | no | New York, NY|New York, NY|MCLEAN, VA | Previous registration |
| SEVEN MILE ADVISORY LLC | Independent wealth | Apr 17, 2023 | Dec 2, 2024 | no | TALLAHASSEE, FL|NEW YORK, NY | Previous registration |
| WEALTHSPIRE ADVISORS | Independent wealth | Jul 8, 2021 | May 4, 2023 | no | NEW YORK, NY | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | May 15, 2020 | Jul 6, 2021 | no | TOWSON, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RANGE ADVISORY, LLC | SEVEN MILE ADVISORY LLC | Jul 8, 2026 | Jul 17, 2026 | 9 | Firm change | RIA to RIA |
| SEVEN MILE ADVISORY LLC | RANGE ADVISORY, LLC | Dec 2, 2024 | Feb 9, 2025 | 69 | Firm change | RIA to RIA |
| WEALTHSPIRE ADVISORS | SEVEN MILE ADVISORY LLC | May 4, 2023 | Apr 17, 2023 | -17 | Firm change | RIA to new firm |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | WEALTHSPIRE ADVISORS | Jul 6, 2021 | Jul 8, 2021 | 2 | Firm change | Ibd to RIA |