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Reading the graph
Advisor at CATALYST FINANCIAL PARTNERS
ST. AUGUSTINE, FL | BOSTON, MA | IPSWICH, 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 |
|---|---|---|---|---|---|---|
| CATALYST FINANCIAL PARTNERS | Independent wealth | Jul 12, 2022 | n/a | yes | ST. AUGUSTINE, FL|BOSTON, MA|IPSWICH, MA | Current employment |
| KLR INVESTMENT ADVISORS, LLC | Former SEC adviser | Apr 15, 2019 | Mar 11, 2022 | no | PROVIDENCE, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KLR INVESTMENT ADVISORS, LLC | CATALYST FINANCIAL PARTNERS | Mar 11, 2022 | Jul 12, 2022 | 123 | Firm change | RIA to RIA |