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Advisor at RPG FAMILY WEALTH ADVISORY, LLC
BURLINGTON, MA | Liberty Hill, TX
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 |
|---|---|---|---|---|---|---|
| RPG FAMILY WEALTH ADVISORY, LLC | Independent wealth | Sep 18, 2023 | n/a | yes | BURLINGTON, MA|Liberty Hill, TX | Current employment |
| FIRST HEARTLAND CONSULTANTS, INC. | Bd affiliated wealth | Sep 23, 2019 | Jan 23, 2023 | no | Camarillo, CA|WESTLAKE VILLAGE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST HEARTLAND CONSULTANTS, INC. | RPG FAMILY WEALTH ADVISORY, LLC | Jan 23, 2023 | Sep 18, 2023 | 238 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110377:158528:CA:2023-01-23 | Jan 23, 2023 | Sep 18, 2023 | WESTLAKE VILLAGE, CA | Firm change |