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Advisor at KEY CLIENT FIDUCIARY ADVISORS, LLC
FAIRFIELD, NJ | Bonita Springs, FL
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 |
|---|---|---|---|---|---|---|
| KEY CLIENT FIDUCIARY ADVISORS, LLC | Independent wealth | Jul 9, 2020 | n/a | yes | FAIRFIELD, NJ|Bonita Springs, FL | Current employment |
| REALTA INVESTMENT ADVISORS, INC | Bd affiliated wealth | Jul 9, 2020 | May 23, 2024 | no | Oradell, NJ|Fairfield, NJ|WILMINGTON, DE | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 12, 2013 | Jul 6, 2020 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REALTA INVESTMENT ADVISORS, INC | KEY CLIENT FIDUCIARY ADVISORS, LLC | May 23, 2024 | Jul 9, 2020 | -1,414 | Firm change after gap | Ibd to RIA |
| WELLS FARGO ADVISORS | REALTA INVESTMENT ADVISORS, INC | Jul 6, 2020 | Jul 9, 2020 | 3 | Firm change | Wirehouse to ibd |