DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at NEXTGEN WEALTH COUNSELORS LIMITED LIABILITY COMPANY
PLAINSBORO, 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 |
|---|---|---|---|---|---|---|
| NEXTGEN WEALTH COUNSELORS LIMITED LIABILITY COMPANY | State registered | Feb 4, 2021 | n/a | yes | PLAINSBORO, NJ | Current employment |
| GLOBAL WEALTH MANAGEMENT, LLC | Independent wealth | Jun 9, 2010 | Jun 22, 2015 | no | KINGSTON, NJ | Previous registration |
| ICICI INVESTMENT ADVISORS | n/a | Oct 17, 2006 | Jul 29, 2010 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL WEALTH MANAGEMENT, LLC | NEXTGEN WEALTH COUNSELORS LIMITED LIABILITY COMPANY | Jun 22, 2015 | Feb 4, 2021 | 2,054 | Firm change after gap | Other |
| ICICI INVESTMENT ADVISORS | GLOBAL WEALTH MANAGEMENT, LLC | Jul 29, 2010 | Jun 9, 2010 | -50 | Firm change after gap | Other |