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Advisor at ENTREWEALTH
Harrington Park, NJ | AUSTIN, TX
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 |
|---|---|---|---|---|---|---|
| Entrewealth | Independent wealth | Apr 15, 2026 | n/a | yes | AUSTIN, TX|Harrington Park, NJ | Current employment |
| SANCTUARY ADVISORS, LLC | Bd affiliated wealth | Apr 16, 2025 | Mar 30, 2026 | no | PARAMUS, NJ | Previous registration |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Jan 22, 2024 | Apr 11, 2025 | no | HOUSTON, TX|ORADELL, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SANCTUARY ADVISORS, LLC | Entrewealth | Mar 30, 2026 | Apr 15, 2026 | 16 | Firm change | Ibd to RIA |
| NEXT FINANCIAL GROUP, INC. | SANCTUARY ADVISORS, LLC | Apr 11, 2025 | Apr 16, 2025 | 5 | Firm change | Ibd to ibd |