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Advisor at TWENTY FOUR WEALTH
DARIEN, CT
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 |
|---|---|---|---|---|---|---|
| TWENTY FOUR WEALTH | No RAUM reported | Aug 31, 2026 | n/a | yes | DARIEN, CT | Current employment |
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | May 22, 2025 | Sep 3, 2026 | no | Darien, CT | Previous registration |
| NORTHCOAST ASSET MANAGEMENT LLC | Independent wealth | Jan 6, 2025 | Mar 5, 2025 | no | Greenwich, CT | Previous registration |
| NORTHCOAST ASSET MANAGEMENT LLC | Independent wealth | Jun 3, 2024 | Dec 31, 2024 | no | Greenwich, CT | Previous registration |
| CONNECTUS WEALTH | Former SEC adviser | Nov 18, 2021 | Jul 25, 2024 | no | Greenwich, CT | Previous registration |
| NORTHCOAST ASSET MANAGEMENT LLC | Former SEC adviser | Jun 14, 2021 | Nov 8, 2021 | no | GREENWICH, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATOS WEALTH PARTNERS, LTD | TWENTY FOUR WEALTH | Sep 3, 2026 | Aug 31, 2026 | -3 | Firm change | Ibd to new firm |
| NORTHCOAST ASSET MANAGEMENT LLC | STRATOS WEALTH PARTNERS, LTD | Mar 5, 2025 | May 22, 2025 | 78 | Firm change | RIA to ibd |
| CONNECTUS WEALTH | NORTHCOAST ASSET MANAGEMENT LLC | Jul 25, 2024 | Jun 3, 2024 | -52 | Bulk transfer | RIA to RIA |
| NORTHCOAST ASSET MANAGEMENT LLC | CONNECTUS WEALTH | Nov 8, 2021 | Nov 18, 2021 | 10 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153184:343559:CT:2026-09-03 | Sep 3, 2026 | Aug 31, 2026 | DARIEN, CT | Firm change |
| 109582:310912:CT:2021-11-08 | Nov 8, 2021 | Nov 18, 2021 | GREENWICH, CT | Firm change |