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Advisor at PARAMOUNT WEALTH ADVISORS
BUFFALO, 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 |
|---|---|---|---|---|---|---|
| PARAMOUNT WEALTH ADVISORS | Independent wealth | Feb 12, 2024 | n/a | yes | BUFFALO, NY | Current employment |
| PARAMOUNT WEALTH ADVISORS | Independent wealth | Aug 23, 2021 | Dec 31, 2023 | no | BUFFALO, NY | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Aug 19, 2021 | Aug 31, 2021 | no | BUFFALO, NY | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jan 20, 2011 | Jan 12, 2012 | no | WEST SENECA, NY|WILLIAMSVILLE, NY|WEST SENECA, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS, INC. | PARAMOUNT WEALTH ADVISORS | Aug 31, 2021 | Aug 23, 2021 | -8 | Firm change | Ibd to RIA |
| EQUITABLE ADVISORS, LLC | SECURITIES AMERICA ADVISORS, INC. | Jan 12, 2012 | Aug 19, 2021 | 3,507 | Firm change after gap | Ibd to ibd |