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Advisor at WEALTH EFFECTS
BOSTON, MA | STUART, FL
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 |
|---|---|---|---|---|---|---|
| WEALTH EFFECTS | Independent wealth | Jan 1, 2026 | n/a | yes | BOSTON, MA|STUART, FL | Current employment |
| COBURN & MEREDITH, INC. | Former SEC adviser | Jan 15, 2020 | Aug 10, 2021 | no | BOSTON, MA|Stuart, FL | Previous registration |
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | Sep 7, 2006 | Dec 23, 2019 | no | STUART, FL|NEW YORK, NY|NEW YORK, NY|STUART, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COBURN & MEREDITH, INC. | WEALTH EFFECTS | Aug 10, 2021 | Jan 1, 2026 | 1,605 | Firm change after gap | RIA to RIA |
| JANNEY MONTGOMERY SCOTT LLC | COBURN & MEREDITH, INC. | Dec 23, 2019 | Jan 15, 2020 | 23 | Firm change | Ibd to RIA |