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Advisor at GLADSTONE WEALTH PARTNERS
SCARSDALE, NY | Somers, NY | PALM BEACH GARDENS, FL | SOMERS, NY
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 |
|---|---|---|---|---|---|---|
| GLADSTONE WEALTH PARTNERS | Bd affiliated wealth | Sep 13, 2026 | n/a | yes | Somers, NY|PALM BEACH GARDENS, FL | Current employment |
| STAGE WEALTH MANAGEMENT, INC. | Independent wealth | Jun 29, 2022 | n/a | yes | SOMERS, NY|SCARSDALE, NY | Current employment |
| B. RILEY WEALTH ADVISORS, INC. | Bd affiliated wealth | Jan 15, 2009 | Jun 29, 2022 | no | NEW YORK CITY, NY|NEW YORK CITY, NY|MAHOPAC, NY|WHITE PLAINS, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| B. RILEY WEALTH ADVISORS, INC. | STAGE WEALTH MANAGEMENT, INC. | Jun 29, 2022 | Jun 29, 2022 | 0 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 115927:320774:NY:2022-06-29 | Jun 29, 2022 | Jun 29, 2022 | WHITE PLAINS, NY | Firm change |