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Advisor at TABLEAUX WEALTH
GREAT BARRINGTON, MA
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 |
|---|---|---|---|---|---|---|
| TABLEAUX WEALTH | Independent wealth | Nov 10, 2022 | n/a | yes | GREAT BARRINGTON, MA | Current employment |
| TRUCLARITY WEALTH ADVISORS | Former SEC adviser | May 18, 2021 | Nov 28, 2022 | no | STOCKBRIDGE, MA|BEACHWOOD, OH | Previous registration |
| RBC CAPITAL MARKETS, LLC | National bd RIA | May 14, 2013 | May 25, 2021 | no | PITTSFIELD, MA|GREAT BARRINGTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUCLARITY WEALTH ADVISORS | TABLEAUX WEALTH | Nov 28, 2022 | Nov 10, 2022 | -18 | Firm change | RIA to RIA |
| RBC CAPITAL MARKETS, LLC | TRUCLARITY WEALTH ADVISORS | May 25, 2021 | May 18, 2021 | -7 | Firm change | Ibd to RIA |