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Advisor at RMR WEALTH BUILDERS, INC.
Browns Valley, CA | MONTCLAIR, NJ
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 |
|---|---|---|---|---|---|---|
| RMR WEALTH BUILDERS, INC. | Independent wealth | Sep 25, 2023 | n/a | yes | MONTCLAIR, NJ|Browns Valley, CA | Current employment |
| CALTON & ASSOCIATES, INC. | Independent wealth | May 18, 2015 | Oct 3, 2022 | no | Scottsdale, AZ|HOUSTON, TX|TAMPA, FL|Scottsdale, AZ | Previous registration |
| TITAN RETIREMENT ADVISORS LLC | Mixed wealth | May 23, 2013 | Oct 9, 2019 | no | FULSHEAR, TX | Previous registration |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Mar 17, 2008 | Sep 11, 2014 | no | SAN RAFAEL, CA|HOUSTON, TX | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Dec 6, 1999 | Mar 24, 2008 | no | KATY, TX|GOLD RIVER, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CALTON & ASSOCIATES, INC. | RMR WEALTH BUILDERS, INC. | Oct 3, 2022 | Sep 25, 2023 | 357 | Firm change | Ibd to RIA |
| TITAN RETIREMENT ADVISORS LLC | CALTON & ASSOCIATES, INC. | Oct 9, 2019 | May 18, 2015 | -1,605 | Firm change after gap | Other |
| FINANCIAL TELESIS, INC. | TITAN RETIREMENT ADVISORS LLC | Sep 11, 2014 | May 23, 2013 | -476 | Firm change after gap | Other |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | FINANCIAL TELESIS, INC. | Mar 24, 2008 | Mar 17, 2008 | -7 | Firm change | Other |