DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ARDENT WEALTH ADVISORY, LLC
Mechanicsville, VA | MIDLOTHIAN, VA
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 |
|---|---|---|---|---|---|---|
| ARDENT WEALTH ADVISORY, LLC | State registered | Sep 1, 2016 | n/a | yes | MIDLOTHIAN, VA|Mechanicsville, VA | Current employment |
| CLARIS FINANCIAL, LLC | Independent wealth | Jan 17, 2014 | Aug 31, 2016 | no | GLEN ALLEN, VA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 2, 2008 | Jan 15, 2014 | no | MECHANICSVILLE, VA|ROANOKE, VA|MECHANICSVILLE, VA|GLEN ALLEN, VA | Previous registration |
| MICG INVESTMENT MANAGEMENT, LLC | n/a | Sep 5, 2006 | Sep 8, 2008 | no | RICHMOND, VA|RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLARIS FINANCIAL, LLC | ARDENT WEALTH ADVISORY, LLC | Aug 31, 2016 | Sep 1, 2016 | 1 | Firm change | RIA to state RIA |
| LPL FINANCIAL LLC | CLARIS FINANCIAL, LLC | Jan 15, 2014 | Jan 17, 2014 | 2 | Firm change | Other |
| MICG INVESTMENT MANAGEMENT, LLC | LPL FINANCIAL LLC | Sep 8, 2008 | Oct 2, 2008 | 24 | Firm change | Other |