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Advisor at NEIL JESANI WEALTH MANAGEMENT
Delray Beach, FL | SUNRISE, FL
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 |
|---|---|---|---|---|---|---|
| NEIL JESANI WEALTH MANAGEMENT | Independent wealth | Aug 29, 2022 | n/a | yes | Delray Beach, FL|SUNRISE, FL | Current employment |
| SINGER WEALTH ADVISORS LLC | Independent wealth | Dec 21, 2021 | Jun 1, 2022 | no | BOCA RATON, FL | Previous registration |
| SINGER WEALTH ADVISORS INC. | Former SEC adviser | Jan 10, 2020 | Mar 1, 2022 | no | BOCA RATON, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 30, 2016 | Feb 6, 2018 | no | BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SINGER WEALTH ADVISORS LLC | NEIL JESANI WEALTH MANAGEMENT | Jun 1, 2022 | Aug 29, 2022 | 89 | Firm change | RIA to RIA |
| SINGER WEALTH ADVISORS INC. | SINGER WEALTH ADVISORS LLC | Mar 1, 2022 | Dec 21, 2021 | -70 | Channel change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SINGER WEALTH ADVISORS INC. | Feb 6, 2018 | Jan 10, 2020 | 703 | Firm change after gap | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 170470:317218:FL:2022-03-01 | Mar 1, 2022 | Dec 21, 2021 | BOCA RATON, FL | Firm change after gap |