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Advisor at THE WEALTH BOUTIQUE
CHESTER, 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 |
|---|---|---|---|---|---|---|
| THE WEALTH BOUTIQUE | Independent wealth | Mar 22, 2023 | n/a | yes | CHESTER, NJ | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 30, 2020 | May 13, 2022 | no | CHESTER, NJ|CHESTER, NJ|DOYLESTOWN, PA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Nov 3, 2014 | Dec 8, 2020 | no | GREEN BROOK, NJ|SOMERVILLE, NJ|CHESTER, NJ | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 27, 2010 | Nov 10, 2014 | no | GREENBROOK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | THE WEALTH BOUTIQUE | May 13, 2022 | Mar 22, 2023 | 313 | Firm change | RIA to RIA |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | LPL FINANCIAL LLC | Dec 8, 2020 | Nov 30, 2020 | -8 | Firm change | Ibd to ibd |
| LPL FINANCIAL LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Nov 10, 2014 | Nov 3, 2014 | -7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:6413:NJ:2020-12-02 | Dec 8, 2020 | Nov 30, 2020 | CHESTER, NJ | Firm change |