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Advisor at IMPACT ADVISORS GROUP
Dedham, MA
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 |
|---|---|---|---|---|---|---|
| IMPACT ADVISORS GROUP | State registered | Nov 24, 2020 | n/a | yes | Dedham, MA | Current employment |
| HERITAGE INVESTORS | n/a | Feb 7, 2020 | Oct 8, 2020 | no | DEDHAM, MA|KNOXVILLE, TN | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Dec 14, 2018 | Jan 30, 2020 | no | NEEDHAM, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HERITAGE INVESTORS | IMPACT ADVISORS GROUP | Oct 8, 2020 | Nov 24, 2020 | 47 | Firm change | Other |
| PARK AVENUE SECURITIES LLC | HERITAGE INVESTORS | Jan 30, 2020 | Feb 7, 2020 | 8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 46173:290292:MA:2020-01-30 | Jan 30, 2020 | Feb 7, 2020 | NEEDHAM, MA | Firm change |