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Advisor at ASPECT PARTNERS, LLC
CHARLESTON, SC | FAIRFAX, VA
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 |
|---|---|---|---|---|---|---|
| ASPECT PARTNERS, LLC | Independent wealth | Nov 28, 2022 | n/a | yes | FAIRFAX, VA|CHARLESTON, SC | Current employment |
| ALMANACK INVESTMENT PARTNERS | Independent wealth | Jul 29, 2020 | Nov 28, 2022 | no | Fairfax, VA | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Jul 9, 2020 | Jul 27, 2020 | no | VIENNA, VA|Fairfax, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALMANACK INVESTMENT PARTNERS | ASPECT PARTNERS, LLC | Nov 28, 2022 | Nov 28, 2022 | 0 | Firm change | RIA to new firm |
| OSAIC FA, INC. | ALMANACK INVESTMENT PARTNERS | Jul 27, 2020 | Jul 29, 2020 | 2 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282428:307273:VA:2022-11-28 | Nov 28, 2022 | Nov 28, 2022 | FAIRFAX, VA | Firm change |
| 3978:282428:VA:2020-07-24 | Jul 27, 2020 | Jul 29, 2020 | VIENNA, VA | Firm change |