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Advisor at WEALTHCARE CAPITAL MANAGEMENT LLC
EAST DORSET, VT | RICHMOND, VA
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 |
|---|---|---|---|---|---|---|
| WEALTHCARE CAPITAL MANAGEMENT LLC | Independent wealth | Aug 27, 2012 | n/a | yes | EAST DORSET, VT|RICHMOND, VA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 8, 2010 | Aug 14, 2012 | no | MANCHESTER CENTER, VT | Previous registration |
| MANCHESTER CAPITAL MANAGEMENT LLC | Independent wealth | Oct 15, 2001 | Dec 17, 2007 | no | MANCHESTER, VT | Previous registration |
| MANCHESTER CAPITAL MANAGEMENT LLC | Independent wealth | Oct 15, 2001 | Dec 31, 2002 | no | MANCHESTER, VT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WEALTHCARE CAPITAL MANAGEMENT LLC | Aug 14, 2012 | Aug 27, 2012 | 13 | Firm change | Other |
| MANCHESTER CAPITAL MANAGEMENT LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Dec 17, 2007 | Feb 8, 2010 | 784 | Firm change after gap | Other |