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Advisor at POSITION WEALTH
THE WOODLANDS, 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 |
|---|---|---|---|---|---|---|
| POSITION WEALTH | Independent wealth | Mar 3, 2023 | n/a | yes | THE WOODLANDS, TX | Current employment |
| TRUCLARITY WEALTH ADVISORS | Former SEC adviser | Sep 19, 2019 | May 2, 2023 | no | BEACHWOOD, OH|SALT LAKE CITY, UT | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 24, 2014 | Sep 23, 2019 | no | SALT LAKE CITY, UT | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 27, 2010 | Apr 30, 2012 | no | THE WOODLANDS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUCLARITY WEALTH ADVISORS | POSITION WEALTH | May 2, 2023 | Mar 3, 2023 | -60 | Firm change after gap | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | TRUCLARITY WEALTH ADVISORS | Sep 23, 2019 | Sep 19, 2019 | -4 | Firm change | Wirehouse to new firm |