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Advisor at WEALTHCARE INVESTMENT PARTNERS LLC
Smithfield, RI | PORTSMOUTH, RI
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 |
|---|---|---|---|---|---|---|
| WEALTHCARE INVESTMENT PARTNERS LLC | Independent wealth | Jul 2, 2018 | n/a | yes | PORTSMOUTH, RI|Smithfield, RI | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 14, 2004 | Jul 9, 2018 | no | SMITHFIELD, RI|NORTH SMITHFIELD, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | WEALTHCARE INVESTMENT PARTNERS LLC | Jul 9, 2018 | Jul 2, 2018 | -7 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:296475:RI:2018-07-09 | Jul 9, 2018 | Jul 2, 2018 | NORTH SMITHFIELD, RI | Firm change |