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Advisor at THE FIDUCIARY GROUP
SAVANNAH, GA
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 |
|---|---|---|---|---|---|---|
| THE FIDUCIARY GROUP | Independent wealth | Nov 25, 2019 | n/a | yes | SAVANNAH, GA | Current employment |
| MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | Independent wealth | May 29, 2014 | Sep 20, 2019 | no | PORTSMOUTH, NH|Boca Raton, FL | Previous registration |
| H. BECK, INC. | Former SEC adviser | Mar 1, 2013 | May 25, 2016 | no | PORTSMOUTH, NH|Boca Raton, FL | Previous registration |
| FIRST COMMAND FINANCIAL PLANNING, INC. | Former SEC adviser | Jun 17, 2009 | Mar 14, 2013 | no | WELLS, ME|Scarborough, ME|NEWPORT, RI|Scarborough, ME | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | THE FIDUCIARY GROUP | Sep 20, 2019 | Nov 25, 2019 | 66 | Firm change | RIA to RIA |
| H. BECK, INC. | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | May 25, 2016 | May 29, 2014 | -727 | Firm change after gap | Other |
| FIRST COMMAND FINANCIAL PLANNING, INC. | H. BECK, INC. | Mar 14, 2013 | Mar 1, 2013 | -13 | Firm change | Other |