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Advisor at LVW ADVISORS, LLC
Clifton Park, NY | PITTSFORD, 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 |
|---|---|---|---|---|---|---|
| LVW ADVISORS, LLC | Independent wealth | Aug 17, 2021 | n/a | yes | Clifton Park, NY|PITTSFORD, NY | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 23, 2012 | Dec 18, 2017 | no | LATHAM, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LVW ADVISORS, LLC | Dec 18, 2017 | Aug 17, 2021 | 1,338 | Firm change after gap | Wirehouse to RIA |