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Advisor at WOODSIDE WEALTH MANAGEMENT
SUDBURY, 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 |
|---|---|---|---|---|---|---|
| WOODSIDE WEALTH MANAGEMENT | Independent wealth | May 13, 2015 | n/a | yes | SUDBURY, MA | Current employment |
| FORTERIS WEALTH MANAGEMENT, INC. | Independent wealth | Jun 24, 2009 | Oct 2, 2015 | no | NATICK, MA | Previous registration |
| FAMILY FINANCIAL ARCHITECTS, INC. | n/a | Sep 13, 2005 | Nov 28, 2008 | no | NATICK, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORTERIS WEALTH MANAGEMENT, INC. | WOODSIDE WEALTH MANAGEMENT | Oct 2, 2015 | May 13, 2015 | -142 | Firm change after gap | Other |
| FAMILY FINANCIAL ARCHITECTS, INC. | FORTERIS WEALTH MANAGEMENT, INC. | Nov 28, 2008 | Jun 24, 2009 | 208 | Firm change | Other |