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Advisor at PRIVATE ADVISOR GROUP, LLC
Glastonbury, CT | MORRISTOWN, NJ
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 |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Sep 18, 2026 | n/a | yes | Glastonbury, CT|MORRISTOWN, NJ | Current employment |
| WORKING CAPITAL MGMT | State registered | Jun 16, 2026 | Sep 11, 2026 | no | CROMWELL, CT | Previous registration |
| SYMMETRY PARTNERS | Independent wealth | Mar 3, 2026 | Apr 17, 2026 | no | GLASTONBURY, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WORKING CAPITAL MGMT | PRIVATE ADVISOR GROUP, LLC | Sep 11, 2026 | Sep 18, 2026 | 7 | Firm change | Other |
| SYMMETRY PARTNERS | WORKING CAPITAL MGMT | Apr 17, 2026 | Jun 16, 2026 | 60 | Firm change | RIA to state RIA |