DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MDS WEALTH ADVISORS, LLC
WILLIAMSTOWN, MA
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 |
|---|---|---|---|---|---|---|
| MDS WEALTH ADVISORS, LLC | State registered | Feb 3, 2015 | n/a | yes | WILLIAMSTOWN, MA | Current employment |
| ATLAS PRIVATE WEALTH MANAGEMENT, LLC | Former SEC adviser | Oct 18, 2007 | Jun 3, 2014 | no | WILLIAMSTOWN, MA | Previous registration |
| DION MONEY MANAGEMENT INC | n/a | May 25, 2005 | Oct 19, 2007 | no | WILLIAMSTOWN, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ATLAS PRIVATE WEALTH MANAGEMENT, LLC | MDS WEALTH ADVISORS, LLC | Jun 3, 2014 | Feb 3, 2015 | 245 | Firm change | Other |
| DION MONEY MANAGEMENT INC | ATLAS PRIVATE WEALTH MANAGEMENT, LLC | Oct 19, 2007 | Oct 18, 2007 | -1 | Firm change | Other |