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Advisor at FOUNDATION WEALTH & TAX ADVISORS, LLC
ANNAPOLIS, MD | Charlotte, NC
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 |
|---|---|---|---|---|---|---|
| FOUNDATION WEALTH & TAX ADVISORS, LLC | State registered | Dec 6, 2023 | n/a | yes | Charlotte, NC|ANNAPOLIS, MD | Current employment |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Apr 20, 2018 | Aug 15, 2023 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | FOUNDATION WEALTH & TAX ADVISORS, LLC | Aug 15, 2023 | Dec 6, 2023 | 113 | Firm change | Ibd to state RIA |