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Advisor at ELITE LIFE MANAGEMENT LLC
ERIE, PA
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 |
|---|---|---|---|---|---|---|
| ELITE LIFE MANAGEMENT LLC | Independent wealth | Mar 3, 2021 | n/a | yes | ERIE, PA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 12, 2016 | Mar 2, 2021 | no | BRADENTON, FL|SARASOTA, FL|ELLENTON, FL|ELLENTON, FL|ELLENTON, FL|LAKEWOOD RANCH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | ELITE LIFE MANAGEMENT LLC | Mar 2, 2021 | Mar 3, 2021 | 1 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:310917:FL:2021-03-02 | Mar 2, 2021 | Mar 3, 2021 | LAKEWOOD RANCH, FL | Firm change |