DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SHOREHAVEN WEALTH PARTNERS, LLC
RED BANK, NJ
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 |
|---|---|---|---|---|---|---|
| SHOREHAVEN WEALTH PARTNERS, LLC | Independent wealth | Jul 23, 2020 | n/a | yes | RED BANK, NJ | Current employment |
| MORGAN STANLEY | Wirehouse | Sep 22, 2011 | Jul 23, 2020 | no | Red Bank, NJ | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 1, 2003 | Sep 23, 2011 | no | RED BANK, NJ|RED BANK, NJ | Previous registration |
| PRUDENTIAL EQUITY GROUP, LLC | n/a | Feb 20, 1997 | Jul 1, 2003 | no | RED BANK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | SHOREHAVEN WEALTH PARTNERS, LLC | Jul 23, 2020 | Jul 23, 2020 | 0 | Firm change | Wirehouse to new firm |
| WELLS FARGO ADVISORS | MORGAN STANLEY | Sep 23, 2011 | Sep 22, 2011 | -1 | Firm change | Wirehouse to wirehouse |
| PRUDENTIAL EQUITY GROUP, LLC | WELLS FARGO ADVISORS | Jul 1, 2003 | Jul 1, 2003 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:308026:NJ:2020-07-23 | Jul 23, 2020 | Jul 23, 2020 | RED BANK, NJ | Firm change |