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Advisor at WEALTHHARBOR CAPITAL GROUP, LLC
METAIRIE, LA
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 |
|---|---|---|---|---|---|---|
| WEALTHHARBOR CAPITAL GROUP, LLC | Mixed wealth | Mar 16, 2021 | n/a | yes | METAIRIE, LA | Current employment |
| HUB INVESTMENT PARTNERS, LLC | Independent wealth | Oct 11, 2020 | Mar 8, 2021 | no | AUSTIN, TX|METAIRIE, LA | Previous registration |
| MONTZ HARCUS WEALTH MANAGEMENT | Independent wealth | Oct 25, 2019 | Sep 25, 2020 | no | NEW ORLEANS, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HUB INVESTMENT PARTNERS, LLC | WEALTHHARBOR CAPITAL GROUP, LLC | Mar 8, 2021 | Mar 16, 2021 | 8 | Firm change | Other |
| MONTZ HARCUS WEALTH MANAGEMENT | HUB INVESTMENT PARTNERS, LLC | Sep 25, 2020 | Oct 11, 2020 | 16 | Firm change | Other |