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Advisor at ACHIEVING VERITAS LLC
ST. AUGUSTINE, FL
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 |
|---|---|---|---|---|---|---|
| ACHIEVING VERITAS LLC | State registered | Mar 17, 2025 | n/a | yes | ST. AUGUSTINE, FL | Current employment |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Jul 22, 2022 | Jan 29, 2025 | no | PLYMOUTH, MN|JACKSONVILLE, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 12, 2010 | Jan 5, 2012 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ACHIEVING VERITAS LLC | Jan 29, 2025 | Mar 17, 2025 | 47 | Firm change | Ibd to state RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Jan 5, 2012 | Jul 22, 2022 | 3,851 | Firm change after gap | Wirehouse to ibd |