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Advisor at RIVERSEDGE ADVISORS
WILMINGTON, DE
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 |
|---|---|---|---|---|---|---|
| RIVERSEDGE ADVISORS | Independent wealth | May 11, 2026 | n/a | yes | WILMINGTON, DE | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 22, 2021 | Jan 9, 2026 | no | KING OF PRUSSIA, PA|PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | RIVERSEDGE ADVISORS | Jan 9, 2026 | May 11, 2026 | 122 | Firm change | Ibd to RIA |