DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PROSPERITAGE WEALTH
MCDONOUGH, GA
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 |
|---|---|---|---|---|---|---|
| PROSPERITAGE WEALTH | State registered | Nov 15, 2023 | n/a | yes | MCDONOUGH, GA | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jul 20, 2023 | Aug 30, 2023 | no | ATLANTA, GA | Previous registration |
| ALLSTATE FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Mar 14, 2023 | Jul 20, 2023 | no | Charlottesville, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | PROSPERITAGE WEALTH | Aug 30, 2023 | Nov 15, 2023 | 77 | Firm change | Wirehouse to state RIA |
| ALLSTATE FINANCIAL ADVISORS, LLC | J.P. MORGAN SECURITIES LLC | Jul 20, 2023 | Jul 20, 2023 | 0 | Firm change | Ibd to wirehouse |