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Advisor at WHEALTH ADVISORS
RED BANK, 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 |
|---|---|---|---|---|---|---|
| WHEALTH ADVISORS | State registered | Jul 18, 2019 | n/a | yes | RED BANK, NJ | Current employment |
| BLUE BLAZE FINANCIAL ADVISORS, LLC | Former SEC adviser | Sep 27, 2018 | May 17, 2019 | no | HOLMDEL, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLUE BLAZE FINANCIAL ADVISORS, LLC | WHEALTH ADVISORS | May 17, 2019 | Jul 18, 2019 | 62 | Firm change | RIA to state RIA |