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Advisor at DOWNTOWN WEALTH STUDIOS, LLC
Wellesley, MA | MIAMI, 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 |
|---|---|---|---|---|---|---|
| DOWNTOWN WEALTH STUDIOS, LLC | Independent wealth | Apr 5, 2023 | n/a | yes | Wellesley, MA|MIAMI, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 3, 2019 | Mar 21, 2023 | no | BOSTON, MA|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | DOWNTOWN WEALTH STUDIOS, LLC | Mar 21, 2023 | Apr 5, 2023 | 15 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:325213:NY:2023-03-20 | Mar 21, 2023 | Apr 5, 2023 | NEW YORK, NY | Firm change |