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Advisor at TUTTLE WEALTH PARTNERS LLC
RIVERSIDE, CT | Brookhaven, 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 |
|---|---|---|---|---|---|---|
| TUTTLE WEALTH PARTNERS LLC | Independent wealth | Feb 5, 2026 | n/a | yes | Brookhaven, GA|RIVERSIDE, CT | Current employment |
| CG ADVISORY SERVICES | Independent wealth | Aug 27, 2013 | Feb 4, 2026 | no | ATLANTA, GA|WILLIAMSTON, MI|ATLANTA, GA|BROOKHAVEN, GA|Atlanta, GA | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Nov 15, 2011 | Aug 29, 2013 | no | WOODSTOCK, GA|DECATOR, GA|DECATOR, GA|WOODSTOCK, GA | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Jun 4, 2009 | Nov 11, 2011 | no | ATLANTA, GA | Previous registration |
| EDWARD JONES | National bd RIA | Jan 19, 2007 | Apr 29, 2009 | no | DECATUR, GA|DECATUR, GA|ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CG ADVISORY SERVICES | TUTTLE WEALTH PARTNERS LLC | Feb 4, 2026 | Feb 5, 2026 | 1 | Firm change | RIA to new firm |
| HORNOR, TOWNSEND & KENT, LLC | CG ADVISORY SERVICES | Aug 29, 2013 | Aug 27, 2013 | -2 | Firm change | Other |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | HORNOR, TOWNSEND & KENT, LLC | Nov 11, 2011 | Nov 15, 2011 | 4 | Firm change | Other |
| EDWARD JONES | NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | Apr 29, 2009 | Jun 4, 2009 | 36 | Firm change | Other |