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Advisor at CREWE ADVISORS
Scottsdale, AZ
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 |
|---|---|---|---|---|---|---|
| CREWE ADVISORS | Independent wealth | May 2, 2022 | n/a | yes | Scottsdale, AZ | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Apr 7, 2009 | May 15, 2012 | no | Phoenix, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | CREWE ADVISORS | May 15, 2012 | May 2, 2022 | 3,639 | Firm change after gap | Wirehouse to RIA |