DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FRUITFUL
NEW YORK, NY | Sewell, 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 |
|---|---|---|---|---|---|---|
| Fruitful | Independent wealth | May 31, 2024 | n/a | yes | Sewell, NJ|NEW YORK, NY | Current employment |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Oct 15, 2021 | May 24, 2024 | no | WESTWOOD, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Jul 1, 2021 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Aug 10, 2015 | Jul 13, 2018 | no | KING OF PRUSSIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIZENS SECURITIES, INC. | Fruitful | May 24, 2024 | May 31, 2024 | 7 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | CITIZENS SECURITIES, INC. | Jul 1, 2021 | Oct 15, 2021 | 106 | Firm change | Ibd to ibd |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 288590:39550:MA:2021-06-29 | Jul 1, 2021 | Oct 15, 2021 | BOSTON, MA | Firm change |