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Advisor at FIDUCIENT ADVISORS LLC
McLean, VA | CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | Mixed wealth | Sep 6, 2024 | n/a | yes | McLean, VA|CHICAGO, IL | Current employment |
| CAPASSO PLANNING PARTNERS LLC | Independent wealth | May 9, 2023 | Aug 26, 2024 | no | CHARLESTON, SC|Alexandria, VA | Previous registration |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Apr 18, 2019 | Sep 16, 2021 | no | FAIRFAX, VA|MIDDLEBURG, VA|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPASSO PLANNING PARTNERS LLC | FIDUCIENT ADVISORS LLC | Aug 26, 2024 | Sep 6, 2024 | 11 | Firm change | RIA to RIA |
| BUCKINGHAM STRATEGIC WEALTH, LLC | CAPASSO PLANNING PARTNERS LLC | Sep 16, 2021 | May 9, 2023 | 600 | Firm change after gap | RIA to RIA |