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Advisor at PARISI GRAY WEALTH MANAGEMENT, LLC
MENDHAM, 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 |
|---|---|---|---|---|---|---|
| PARISI GRAY WEALTH MANAGEMENT, LLC | Independent wealth | Feb 1, 2017 | n/a | yes | MENDHAM, NJ | Current employment |
| OLIVER LUXXE ASSETS LLC | Independent wealth | Dec 27, 2016 | Oct 6, 2017 | no | GLADSTONE, NJ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 19, 2005 | Dec 16, 2016 | no | SHORT HILLS, NJ|NEW YORK, NY|NEW YORK, NY|Bay Head, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OLIVER LUXXE ASSETS LLC | PARISI GRAY WEALTH MANAGEMENT, LLC | Oct 6, 2017 | Feb 1, 2017 | -247 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | OLIVER LUXXE ASSETS LLC | Dec 16, 2016 | Dec 27, 2016 | 11 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 169588:286388:NJ:2017-10-06 | Oct 6, 2017 | Feb 1, 2017 | GLADSTONE, NJ | Firm change after gap |
| 7691:169588:NJ:2016-12-16 | Dec 16, 2016 | Dec 27, 2016 | BAY HEAD, NJ | Firm change |