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Advisor at RMR WEALTH BUILDERS, INC.
MONTCLAIR, NJ
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 |
|---|---|---|---|---|---|---|
| RMR WEALTH BUILDERS, INC. | Independent wealth | Nov 8, 2023 | n/a | yes | MONTCLAIR, NJ | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 7, 2022 | Nov 8, 2023 | no | Hauppauge, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RMR WEALTH BUILDERS, INC. | Nov 8, 2023 | Nov 8, 2023 | 0 | Firm change | Ibd to RIA |