DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ALCHEMI WEALTH, LLC
ESSEX, CT
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 |
|---|---|---|---|---|---|---|
| ALCHEMI WEALTH, LLC | Independent wealth | Jan 6, 2021 | n/a | yes | ESSEX, CT | Current employment |
| ALCHEMI WEALTH MANAGEMENT | n/a | Jan 2, 2019 | Mar 24, 2021 | no | BOSTON, MA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 21, 2016 | Mar 13, 2018 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALCHEMI WEALTH MANAGEMENT | ALCHEMI WEALTH, LLC | Mar 24, 2021 | Jan 6, 2021 | -77 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | ALCHEMI WEALTH MANAGEMENT | Mar 13, 2018 | Jan 2, 2019 | 295 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 297586:310451:MA:2021-03-24 | Mar 24, 2021 | Jan 6, 2021 | BOSTON, MA | Firm change after gap |