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Advisor at NEW AMSTERDAM WEALTH PLANNING
LONG BRANCH, 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 |
|---|---|---|---|---|---|---|
| NEW AMSTERDAM WEALTH PLANNING | Former SEC adviser | Aug 19, 2020 | n/a | yes | LONG BRANCH, NJ | Current employment |
| FCG WEALTH MANAGEMENT, LLC | Former SEC adviser | Mar 24, 2016 | Aug 25, 2020 | no | CHATHAM, NJ | Previous registration |
| FCG WEALTH MANAGEMENT, LLC | Former SEC adviser | Oct 10, 2014 | Mar 23, 2016 | no | CHATHAM, NJ|CHATHAM, NJ|New York, NY|New York, NY | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Nov 1, 2010 | Oct 23, 2014 | no | RYE BROOK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FCG WEALTH MANAGEMENT, LLC | NEW AMSTERDAM WEALTH PLANNING | Aug 25, 2020 | Aug 19, 2020 | -6 | Firm change | RIA to new firm |
| FCG WEALTH MANAGEMENT, LLC | FCG WEALTH MANAGEMENT, LLC | Mar 23, 2016 | Mar 24, 2016 | 1 | Channel change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | FCG WEALTH MANAGEMENT, LLC | Oct 23, 2014 | Oct 10, 2014 | -13 | Firm change | Other |