DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at COMPASS WEALTH MANAGEMENT, LLC
AYER, 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 |
|---|---|---|---|---|---|---|
| COMPASS WEALTH MANAGEMENT, LLC | Former SEC adviser | Oct 13, 2010 | n/a | yes | AYER, MA | Current employment |
| BICKLING FINANCIAL SERVICES, INC. | Former SEC adviser | May 5, 2021 | Sep 24, 2021 | no | CONCORD, MA | Previous registration |
| COMPASS WEALTH MANAGEMENT, LLC | Former SEC adviser | Mar 10, 2004 | Jul 23, 2010 | no | LEXINGTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BICKLING FINANCIAL SERVICES, INC. | n/a | Sep 24, 2021 | n/a | n/a | Departure no registered destination | Departure |