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Advisor at FISCAL WISDOM WEALTH MANAGEMENT LLC
CANTON, CT | Delray Beach, 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 |
|---|---|---|---|---|---|---|
| FISCAL WISDOM WEALTH MANAGEMENT LLC | Independent wealth | Jan 1, 2026 | n/a | yes | CANTON, CT|Delray Beach, FL | Current employment |
| MCCLOSKEY & ASSOCIATES, P.A. | State registered | Apr 3, 2018 | Apr 5, 2022 | no | Delray Beach, FL|Delray Beach, FL|MELBOURNE, FL | Previous registration |
| CJS FINANCIAL ADVISERS / CJSF ADVISERS | State registered | Nov 4, 2014 | Mar 16, 2018 | no | NASHUA, NH|Boca Raton, FL | Previous registration |
| FISCAL WISDOM WEALTH MANAGEMENT LLC | Independent wealth | Jan 31, 2014 | Oct 23, 2014 | no | CANTON, CT|Boca Raton, FL | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jan 30, 2008 | Dec 31, 2013 | no | BOYNTON BEACH, FL | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Aug 28, 2006 | Dec 31, 2007 | no | FT LAUDERDALE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MCCLOSKEY & ASSOCIATES, P.A. | FISCAL WISDOM WEALTH MANAGEMENT LLC | Apr 5, 2022 | Jan 1, 2026 | 1,367 | Firm change after gap | Other |
| CJS FINANCIAL ADVISERS / CJSF ADVISERS | MCCLOSKEY & ASSOCIATES, P.A. | Mar 16, 2018 | Apr 3, 2018 | 18 | Firm change | Other |
| FISCAL WISDOM WEALTH MANAGEMENT LLC | CJS FINANCIAL ADVISERS / CJSF ADVISERS | Oct 23, 2014 | Nov 4, 2014 | 12 | Firm change | RIA to state RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | FISCAL WISDOM WEALTH MANAGEMENT LLC | Dec 31, 2013 | Jan 31, 2014 | 31 | Firm change | Other |
| MML INVESTORS SERVICES, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Dec 31, 2007 | Jan 30, 2008 | 30 | Firm change | Other |