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Advisor at ORIGIN WEALTH ADVISERS
New York, NY
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 |
|---|---|---|---|---|---|---|
| ORIGIN WEALTH ADVISERS | State registered | Aug 31, 2020 | n/a | yes | New York, NY | Current employment |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Jun 2, 2016 | Oct 11, 2016 | no | Darien, CT|PLYMOUTH, MN | Previous registration |
| HHG & COMPANY, LLC | Former SEC adviser | Sep 21, 2015 | Jun 3, 2016 | no | DARIEN, CT | Previous registration |
| SYMMETRY PARTNERS | Independent wealth | Feb 24, 2013 | Jan 2, 2015 | no | GLASTONBURY, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ORIGIN WEALTH ADVISERS | Oct 11, 2016 | Aug 31, 2020 | 1,420 | Firm change after gap | Other |
| HHG & COMPANY, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Jun 3, 2016 | Jun 2, 2016 | -1 | Firm change | Other |
| SYMMETRY PARTNERS | HHG & COMPANY, LLC | Jan 2, 2015 | Sep 21, 2015 | 262 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104769:116407:CT:2016-06-03 | Jun 3, 2016 | Jun 2, 2016 | DARIEN, CT | Firm change |