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Advisor at MONECO ADVISORS
Fairfield, CT | FAIRFIELD, CT
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 |
|---|---|---|---|---|---|---|
| MONECO ADVISORS | Independent wealth | May 5, 2026 | n/a | yes | Fairfield, CT|FAIRFIELD, CT | Current employment |
| CFO CAPITAL MANAGEMENT, LLC | Former SEC adviser | Nov 13, 2018 | May 5, 2026 | no | FAIRFIELD, CT | Previous registration |
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Oct 28, 2016 | Dec 18, 2018 | no | WILTON, CT|MORRISTOWN, NJ|Westport, CT | Previous registration |
| WESTPORT RESOURCES MANAGEMENT INC | Former SEC adviser | May 19, 2003 | Oct 31, 2016 | no | WESTPORT, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CFO CAPITAL MANAGEMENT, LLC | MONECO ADVISORS | May 5, 2026 | May 5, 2026 | 0 | Firm change | RIA to RIA |
| PRIVATE ADVISOR GROUP, LLC | CFO CAPITAL MANAGEMENT, LLC | Dec 18, 2018 | Nov 13, 2018 | -35 | Firm change after gap | RIA to RIA |
| WESTPORT RESOURCES MANAGEMENT INC | PRIVATE ADVISOR GROUP, LLC | Oct 31, 2016 | Oct 28, 2016 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110950:171922:CT:2026-05-05 | May 5, 2026 | May 5, 2026 | FAIRFIELD, CT | Firm change |