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Advisor at RANGE ADVISORY, LLC
MCLEAN, VA | New York, NY
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 |
|---|---|---|---|---|---|---|
| RANGE ADVISORY, LLC | Independent wealth | Jan 8, 2026 | n/a | yes | New York, NY|MCLEAN, VA | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Sep 21, 2022 | Jan 2, 2026 | no | NEW YORK, NY|NEW YORK, NY|NEW YORK, NY|Mamaroneck, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 12, 2019 | Sep 22, 2022 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | RANGE ADVISORY, LLC | Jan 2, 2026 | Jan 8, 2026 | 6 | Firm change | Wirehouse to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | UBS FINANCIAL SERVICES INC. | Sep 22, 2022 | Sep 21, 2022 | -1 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:8174:NY:2022-09-22 | Sep 22, 2022 | Sep 21, 2022 | NEW YORK, NY | Firm change |