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Advisor at BLUECHIP WEALTH ADVISORS LLC
MILTON, 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 |
|---|---|---|---|---|---|---|
| BLUECHIP WEALTH ADVISORS LLC | Independent wealth | Oct 2, 2023 | n/a | yes | MILTON, GA | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | May 3, 2022 | Sep 22, 2023 | no | DENVER, CO|ATLANTA, GA|Atlanta, GA | Previous registration |
| ARKADIOS WEALTH ADVISORS | Bd affiliated wealth | Apr 26, 2021 | Sep 3, 2021 | no | ATLANTA, GA | Previous registration |
| ACG WEALTH INC. | Former SEC adviser | Aug 26, 2010 | Dec 16, 2022 | no | ATLANTA, GA | Previous registration |
| STANCORP INVESTMENT ADVISERS, INC. | Other adviser | Mar 17, 2003 | Sep 7, 2007 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | BLUECHIP WEALTH ADVISORS LLC | Sep 22, 2023 | Oct 2, 2023 | 10 | Firm change | RIA to RIA |
| ACG WEALTH INC. | ARKADIOS WEALTH ADVISORS | Dec 16, 2022 | Apr 26, 2021 | -599 | Firm change after gap | RIA to ibd |
| ARKADIOS WEALTH ADVISORS | MERCER GLOBAL ADVISORS INC. | Sep 3, 2021 | May 3, 2022 | 242 | Firm change | Ibd to RIA |
| STANCORP INVESTMENT ADVISERS, INC. | ACG WEALTH INC. | Sep 7, 2007 | Aug 26, 2010 | 1,084 | Firm change after gap | Other |