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Advisor at YGC WEALTH
UPPER MARLBORO, MD
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 |
|---|---|---|---|---|---|---|
| YGC WEALTH | State registered | Apr 14, 2025 | n/a | yes | UPPER MARLBORO, MD | Current employment |
| 2050 WEALTH PARTNERS LLC | n/a | Jan 27, 2020 | Jul 1, 2024 | no | LANHAM, MD | Previous registration |
| YOUR GREATEST CONTRIBUTION | n/a | May 5, 2016 | Apr 1, 2020 | no | CAPITOL HEIGHTS, MD | Previous registration |
| FSA WEALTH PARTNERS | Independent wealth | Mar 24, 2015 | Oct 30, 2015 | no | ROCKVILLE, MD | Previous registration |
| THE FAMILY FIRM, INC. | Former SEC adviser | Dec 3, 2013 | Sep 29, 2014 | no | BETHESDA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| 2050 WEALTH PARTNERS LLC | YGC WEALTH | Jul 1, 2024 | Apr 14, 2025 | 287 | Firm change | Other |
| YOUR GREATEST CONTRIBUTION | 2050 WEALTH PARTNERS LLC | Apr 1, 2020 | Jan 27, 2020 | -65 | Firm change after gap | Other |
| FSA WEALTH PARTNERS | YOUR GREATEST CONTRIBUTION | Oct 30, 2015 | May 5, 2016 | 188 | Firm change | Other |
| THE FAMILY FIRM, INC. | FSA WEALTH PARTNERS | Sep 29, 2014 | Mar 24, 2015 | 176 | Firm change | Other |