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Advisor at FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|
| FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | Mixed wealth | Jun 9, 2025 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| BALLENTINE PARTNERS | Independent wealth | Jul 15, 2021 | Jan 10, 2025 | no | Waltham, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BALLENTINE PARTNERS | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | Jan 10, 2025 | Jun 9, 2025 | 150 | Firm change | RIA to RIA |