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Advisor at DIVERSIFIED, LLC
WILMINGTON, DE
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 |
|---|---|---|---|---|---|---|
| DIVERSIFIED, LLC | Independent wealth | Aug 5, 2024 | n/a | yes | WILMINGTON, DE | Current employment |
| DIVERSIFIED, LLC | Former SEC adviser | Dec 15, 2021 | Nov 4, 2024 | no | WILMINGTON, DE | Previous registration |
| DIVERSIFIED PLANNING LLC | Former SEC adviser | Oct 29, 2021 | Jan 3, 2022 | no | AVONDALE, PA | Previous registration |
| DIVERSIFIED, LLC | Former SEC adviser | Feb 14, 2002 | Sep 8, 2021 | no | WILMINGTON, DE|WILMINGTON, DE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIVERSIFIED, LLC | DIVERSIFIED, LLC | Nov 4, 2024 | Aug 5, 2024 | -91 | Channel change | RIA to RIA |
| DIVERSIFIED PLANNING LLC | DIVERSIFIED, LLC | Jan 3, 2022 | Dec 15, 2021 | -19 | Firm change | Other |
| DIVERSIFIED, LLC | DIVERSIFIED PLANNING LLC | Sep 8, 2021 | Oct 29, 2021 | 51 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 123859:331709:DE:2024-11-04 | Nov 4, 2024 | Aug 5, 2024 | WILMINGTON, DE | Firm change after gap |