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Advisor at POWER WEALTH MANAGEMENT
ALPHARETTA, GA
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 |
|---|---|---|---|---|---|---|
| POWER WEALTH MANAGEMENT | Independent wealth | Aug 31, 2026 | n/a | yes | ALPHARETTA, GA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 25, 2022 | Aug 31, 2026 | no | ATLANTA, GA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Nov 4, 2022 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Aug 8, 2017 | Jul 13, 2018 | no | ALPHARETTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | POWER WEALTH MANAGEMENT | Aug 31, 2026 | Aug 31, 2026 | 0 | Firm change | Wirehouse to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Nov 4, 2022 | Oct 25, 2022 | -10 | Firm change | Ibd to wirehouse |
| 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 |
|---|---|---|---|---|
| 288590:7691:MA:2022-11-04 | Nov 4, 2022 | Oct 25, 2022 | BOSTON, MA | Firm change |