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Advisor at CONSCIOUS WEALTH INVESTMENTS, LLC
ATLANTA, 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 |
|---|---|---|---|---|---|---|
| CONSCIOUS WEALTH INVESTMENTS, LLC | Independent wealth | Apr 11, 2025 | n/a | yes | ATLANTA, GA|ATLANTA, GA | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | May 18, 2018 | Jul 21, 2022 | no | ATLANTA, GA|Miami Beach, FL|Miami Beach, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 12, 2009 | May 21, 2018 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | CONSCIOUS WEALTH INVESTMENTS, LLC | Jul 21, 2022 | Apr 11, 2025 | 995 | Firm change after gap | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES & ASSOCIATES, INC. | May 21, 2018 | May 18, 2018 | -3 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:705:GA:2018-05-21 | May 21, 2018 | May 18, 2018 | ATLANTA, GA | Firm change |