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Advisor at MONECO ADVISORS
FAIRFIELD, CT | Fairfield, 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 |
|---|---|---|---|---|---|---|
| MONECO ADVISORS | Independent wealth | May 5, 2026 | n/a | yes | Fairfield, CT|FAIRFIELD, CT | Current employment |
| CFO CAPITAL MANAGEMENT, LLC | Former SEC adviser | Jan 15, 2020 | May 5, 2026 | no | FAIRFIELD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CFO CAPITAL MANAGEMENT, LLC | MONECO ADVISORS | May 5, 2026 | May 5, 2026 | 0 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110950:171922:CT:2026-05-05 | May 5, 2026 | May 5, 2026 | FAIRFIELD, CT | Firm change |