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Advisor at PIANO WEALTH MANAGEMENT
VICTOR, NY
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 |
|---|---|---|---|---|---|---|
| PIANO WEALTH MANAGEMENT | Mixed wealth | Mar 17, 2022 | n/a | yes | VICTOR, NY | Current employment |
| NEXUS CAPITAL, LLC | Former SEC adviser | Apr 1, 2021 | Apr 5, 2022 | no | PITTSFORD, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 27, 2012 | Jun 16, 2017 | no | PITTSFORD, NY|FAIRPORT, NY|FAIRPORT, NY|FAIRPORT, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEXUS CAPITAL, LLC | PIANO WEALTH MANAGEMENT | Apr 5, 2022 | Mar 17, 2022 | -19 | Firm change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | NEXUS CAPITAL, LLC | Jun 16, 2017 | Apr 1, 2021 | 1,385 | Firm change after gap | Wirehouse to RIA |