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Advisor at DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
Charlotte, NC | GREENVILLE, SC
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 |
|---|---|---|---|---|---|---|
| DBA BIG MONEY RETIREMENT AND BIG RETIREMENT | Independent wealth | Jan 25, 2024 | n/a | yes | Charlotte, NC|GREENVILLE, SC | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 24, 2021 | Jan 20, 2024 | no | Greenville, SC|Greenville, SC|Greenville, SC|Greenville, SC|Greenville, SC|Clemson, SC | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 6, 2014 | Mar 22, 2021 | no | GREENVILLE, SC|GREER, SC|GREER, SC|GREER, SC|SIMPSONVILLE, SC|GREER, SC|SIMPSONVILLE, SC|GREENVILLE, SC|SIMPSONVILLE, SC|GREER, SC|GREENVILLE, SC|SIMPSONVILLE, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | DBA BIG MONEY RETIREMENT AND BIG RETIREMENT | Jan 20, 2024 | Jan 25, 2024 | 5 | Firm change | Wirehouse to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.P. MORGAN SECURITIES LLC | Mar 22, 2021 | Mar 24, 2021 | 2 | Firm change | Wirehouse to wirehouse |