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Advisor at REVOLUTION WEALTH, LLC
CHANTILLY, VA
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 |
|---|---|---|---|---|---|---|
| REVOLUTION WEALTH, LLC | State registered | Jun 10, 2025 | n/a | yes | CHANTILLY, VA | Current employment |
| PBMARES WEALTH MANAGEMENT LLC | No RAUM reported | Feb 14, 2022 | May 15, 2025 | no | Fairfax, VA | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jul 26, 2013 | Feb 4, 2022 | no | FAIRFAX, VA|FAIRFAX, VA|Centreville, VA|Rockville, MD|Rockville, MD | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 13, 2011 | May 18, 2012 | no | WASHINGTON, DC|WASHINGTON, DC|COLUMBIA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PBMARES WEALTH MANAGEMENT LLC | REVOLUTION WEALTH, LLC | May 15, 2025 | Jun 10, 2025 | 26 | Firm change | RIA to state RIA |
| MML INVESTORS SERVICES, LLC | PBMARES WEALTH MANAGEMENT LLC | Feb 4, 2022 | Feb 14, 2022 | 10 | Firm change | Ibd to RIA |
| WELLS FARGO ADVISORS | MML INVESTORS SERVICES, LLC | May 18, 2012 | Jul 26, 2013 | 434 | Firm change after gap | Other |