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Advisor at ACCRETIVE WEALTH PARTNERS, LLC
PARSIPPANY, 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 |
|---|---|---|---|---|---|---|
| ACCRETIVE WEALTH PARTNERS, LLC | Independent wealth | Mar 13, 2019 | n/a | yes | PARSIPPANY, NJ | Current employment |
| Regentatlantic | Former SEC adviser | Feb 25, 2009 | Dec 19, 2018 | no | MORRISTOWN, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Regentatlantic | ACCRETIVE WEALTH PARTNERS, LLC | Dec 19, 2018 | Mar 13, 2019 | 84 | Firm change | RIA to new firm |