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Advisor at GLOBAL HILL WEALTH ADVISORS LLC
MONROE, CT
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 |
|---|---|---|---|---|---|---|
| GLOBAL HILL WEALTH ADVISORS LLC | State registered | May 6, 2022 | n/a | yes | MONROE, CT | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 27, 2019 | Feb 18, 2022 | no | NEW YORK, NY|Monroe, CT | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Apr 6, 2017 | Sep 25, 2019 | no | BRONX, NY|NEW YORK, NY|NEW YORK, NY|NEW YORK, NY|NEW YORK, NY|BRONX, NY|BRONX, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | GLOBAL HILL WEALTH ADVISORS LLC | Feb 18, 2022 | May 6, 2022 | 77 | Firm change | Wirehouse to state RIA |
| J.P. MORGAN SECURITIES LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Sep 25, 2019 | Sep 27, 2019 | 2 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:7691:NY:2019-09-25 | Sep 25, 2019 | Sep 27, 2019 | BRONX, NY | Firm change |