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Advisor at ESI FINANCIAL ADVISORS
MELVILLE, NY | NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| ESI FINANCIAL ADVISORS | Independent wealth | Aug 12, 2025 | n/a | yes | MELVILLE, NY|NEW YORK, NY | Current employment |
| AMERITAS ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 1, 2021 | Jul 21, 2025 | no | MELVILLE, NY | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Jun 9, 2021 | Nov 1, 2021 | no | MELVILLE, NY|Freeport, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | ESI FINANCIAL ADVISORS | Jul 21, 2025 | Aug 12, 2025 | 22 | Firm change | Ibd to RIA |
| AMERITAS ADVISORY SERVICES | AMERITAS ADVISORY SERVICES, LLC | Nov 1, 2021 | Nov 1, 2021 | 0 | Bulk transfer | Ibd to ibd |