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Advisor at CENTERPOINT ADVISORS, LLC
NEEDHAM, MA
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 |
|---|---|---|---|---|---|---|
| CENTERPOINT ADVISORS, LLC | Independent wealth | Aug 2, 2011 | n/a | yes | NEEDHAM, MA | Current employment |
| B. RILEY WEALTH ADVISORS, INC. | Bd affiliated wealth | Jan 30, 2006 | Sep 20, 2011 | no | NEWTON, MA|MEMPHIS, TN | Previous registration |
| RBC CAPITAL MARKETS, LLC | National bd RIA | May 8, 2003 | Feb 25, 2005 | no | WELLESLEY HILLS, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| B. RILEY WEALTH ADVISORS, INC. | CENTERPOINT ADVISORS, LLC | Sep 20, 2011 | Aug 2, 2011 | -49 | Firm change after gap | Other |
| RBC CAPITAL MARKETS, LLC | B. RILEY WEALTH ADVISORS, INC. | Feb 25, 2005 | Jan 30, 2006 | 339 | Firm change | Other |