DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FAMILY WEALTH PARTNERS LLC
MEDFORD, NJ
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 |
|---|---|---|---|---|---|---|
| FAMILY WEALTH PARTNERS LLC | Independent wealth | Jun 6, 2025 | n/a | yes | MEDFORD, NJ | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 13, 2018 | May 28, 2025 | no | PENNINGTON, NJ|EGG HARBOR TOWNSHIP, NJ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 18, 2017 | May 29, 2018 | no | MOUNT LAUREL, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FAMILY WEALTH PARTNERS LLC | May 28, 2025 | Jun 6, 2025 | 9 | Firm change | Wirehouse to RIA |