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Advisor at BEST LIFE INFINITY, LLC
WILLIAMSTOWN, NJ | COLORADO SPRINGS, CO
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 |
|---|---|---|---|---|---|---|
| BEST LIFE INFINITY, LLC | Independent wealth | Jun 11, 2024 | n/a | yes | WILLIAMSTOWN, NJ|COLORADO SPRINGS, CO | Current employment |
| INVESTMENT ADVISOR GROUP | Independent wealth | Feb 22, 2021 | Dec 31, 2022 | no | HANCOCK, NY|WILLIAMSTOWN, NJ | Previous registration |
| THE INVESTMENT ADVISOR ALLIANCE LLC | Former SEC adviser | Nov 13, 2018 | Feb 26, 2021 | no | Williamstown, NJ | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Oct 29, 2014 | Jun 1, 2018 | no | TURNERSVILLE, NJ|WILMINGTON, DE|SICKLERVILLE, NJ|OCEAN CITY, NJ|MEDFORD, NJ|SOUTHHAMPTON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INVESTMENT ADVISOR GROUP | BEST LIFE INFINITY, LLC | Dec 31, 2022 | Jun 11, 2024 | 528 | Firm change after gap | RIA to RIA |
| THE INVESTMENT ADVISOR ALLIANCE LLC | INVESTMENT ADVISOR GROUP | Feb 26, 2021 | Feb 22, 2021 | -4 | Firm change | RIA to new firm |
| PNC WEALTH MANAGEMENT | THE INVESTMENT ADVISOR ALLIANCE LLC | Jun 1, 2018 | Nov 13, 2018 | 165 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125185:312448:NJ:2021-02-26 | Feb 26, 2021 | Feb 22, 2021 | WILLIAMSTOWN, NJ | Firm change |