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Advisor at REVEL WEALTH MANAGEMENT
ELMWOOD PARK, 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 |
|---|---|---|---|---|---|---|
| REVEL WEALTH MANAGEMENT | Independent wealth | Mar 11, 2026 | n/a | yes | ELMWOOD PARK, NJ | Current employment |
| STRATEGIC WEALTH MANAGEMENT GROUP | Independent wealth | Sep 21, 2021 | Mar 10, 2026 | no | NEW YORK, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 30, 2019 | Sep 27, 2021 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC WEALTH MANAGEMENT GROUP | REVEL WEALTH MANAGEMENT | Mar 10, 2026 | Mar 11, 2026 | 1 | Firm change | RIA to new firm |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | STRATEGIC WEALTH MANAGEMENT GROUP | Sep 27, 2021 | Sep 21, 2021 | -6 | Firm change | Wirehouse to RIA |