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Advisor at PURKISS CAPITAL ADVISORS, LLC
RIDGEFIELD, 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 |
|---|---|---|---|---|---|---|
| PURKISS CAPITAL ADVISORS, LLC | Independent wealth | Aug 11, 2026 | n/a | yes | RIDGEFIELD, CT | Current employment |
| NEW AGE ALPHA | Asset manager | Jul 10, 2020 | Jul 6, 2026 | no | RYE, NY | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Sep 21, 2018 | Sep 4, 2019 | no | WESTPORT, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEW AGE ALPHA | PURKISS CAPITAL ADVISORS, LLC | Jul 6, 2026 | Aug 11, 2026 | 36 | Firm change | Other |
| RAYMOND JAMES & ASSOCIATES, INC. | NEW AGE ALPHA | Sep 4, 2019 | Jul 10, 2020 | 310 | Firm change | Ibd to RIA |