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Advisor at WEALTH CREATION MANAGEMENT GROUP LLC
MONROE, 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 |
|---|---|---|---|---|---|---|
| WEALTH CREATION MANAGEMENT GROUP LLC | Independent wealth | Mar 15, 2019 | n/a | yes | MONROE, NY | Current employment |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Independent wealth | Oct 30, 2017 | Aug 5, 2020 | no | SCOTTSDALE, AZ|MONROE, NY | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Apr 6, 2017 | Oct 27, 2017 | no | MONROE, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | WEALTH CREATION MANAGEMENT GROUP LLC | Aug 5, 2020 | Mar 15, 2019 | -509 | Firm change after gap | Other |
| INVEST FINANCIAL CORPORATION | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Oct 27, 2017 | Oct 30, 2017 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 20804:300539:NY:2020-08-05 | Aug 5, 2020 | Mar 15, 2019 | MONROE, NY | Firm change after gap |
| 12984:20804:NY:2017-10-27 | Oct 27, 2017 | Oct 30, 2017 | MONROE, NY | Firm change |