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Advisor at VSM WEALTH ADVISORY, LLC
HUNT VALLEY, MD
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 |
|---|---|---|---|---|---|---|
| VSM WEALTH ADVISORY, LLC | Independent wealth | Jun 16, 2021 | n/a | yes | HUNT VALLEY, MD | Current employment |
| VANSANT MEWSHAW | Former SEC adviser | Mar 24, 2021 | Jul 20, 2021 | no | HUNT VALLEY, MD | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Feb 28, 2017 | Sep 5, 2018 | no | Hunt Valley, MD|WEEHAWKEN, NJ | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 6, 2013 | Jun 29, 2015 | no | Baltimore, MD|WESTMINSTER, MD|Lutherville, MD|BALTIMORE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VANSANT MEWSHAW | VSM WEALTH ADVISORY, LLC | Jul 20, 2021 | Jun 16, 2021 | -34 | Firm change after gap | RIA to RIA |
| UBS FINANCIAL SERVICES INC. | VANSANT MEWSHAW | Sep 5, 2018 | Mar 24, 2021 | 931 | Firm change after gap | Wirehouse to RIA |
| MORGAN STANLEY | UBS FINANCIAL SERVICES INC. | Jun 29, 2015 | Feb 28, 2017 | 610 | Firm change after gap | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106858:313717:MD:2021-07-20 | Jul 20, 2021 | Jun 16, 2021 | HUNT VALLEY, MD | Firm change after gap |
| 149777:8174:MD:2015-06-18 | Jun 29, 2015 | Feb 28, 2017 | BALTIMORE, MD | Firm change after gap |