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Advisor at TWENTY FOUR WEALTH
DARIEN, CT
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 |
|---|---|---|---|---|---|---|
| TWENTY FOUR WEALTH | No RAUM reported | Aug 31, 2026 | n/a | yes | DARIEN, CT | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 29, 2025 | Jul 10, 2026 | no | DARIEN, CT|DARIEN, CT|NEW YORK, NY|BEACHWOOD, OH|DARIEN, CT|BEDFORD, NH | Previous registration |
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | Dec 13, 2019 | Sep 2, 2026 | no | NEW YORK, NY|Darien, CT|Darien, CT|Bedford, NH | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Mar 25, 2017 | Dec 18, 2019 | no | STAMFORD, CT|WESTPORT, CT|NEW YORK CITY, NY | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jun 12, 2002 | Mar 25, 2017 | no | WESTPORT, CT|SHELTON, CT|SHELTON, CT|STAMFORD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATOS WEALTH PARTNERS, LTD | LPL FINANCIAL LLC | Sep 2, 2026 | Apr 29, 2025 | -491 | Firm change after gap | Ibd to ibd |
| LPL FINANCIAL LLC | TWENTY FOUR WEALTH | Jul 10, 2026 | Aug 31, 2026 | 52 | Firm change | Ibd to new firm |
| MML INVESTORS SERVICES, LLC | STRATOS WEALTH PARTNERS, LTD | Dec 18, 2019 | Dec 13, 2019 | -5 | Firm change | Ibd to RIA |
| MSI FINANCIAL SERVICES, INC. | MML INVESTORS SERVICES, LLC | Mar 25, 2017 | Mar 25, 2017 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153184:6413:NH:2026-09-02 | Sep 2, 2026 | Apr 29, 2025 | BEDFORD, NH | Firm change after gap |