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Advisor at SHIPWRIGHT ADVISORS
BURLINGTON, VT
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 |
|---|---|---|---|---|---|---|
| SHIPWRIGHT ADVISORS | State registered | Apr 10, 2024 | n/a | yes | BURLINGTON, VT | Current employment |
| FRAZIER FINANCIAL ADVISORS, LLC | Independent wealth | Apr 25, 2022 | Dec 5, 2023 | no | Burlington, VT | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | May 10, 2017 | Apr 1, 2022 | no | BURLINGTON, VT|MALTA, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FRAZIER FINANCIAL ADVISORS, LLC | SHIPWRIGHT ADVISORS | Dec 5, 2023 | Apr 10, 2024 | 127 | Firm change | RIA to state RIA |
| EQUITABLE ADVISORS, LLC | FRAZIER FINANCIAL ADVISORS, LLC | Apr 1, 2022 | Apr 25, 2022 | 24 | Firm change | Ibd to RIA |