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Advisor at STASH WEALTH, LLC
NEW YORK, NY | ATLANTA, GA | Hawley, PA
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 |
|---|---|---|---|---|---|---|
| STASH WEALTH, LLC | Independent wealth | Jul 20, 2026 | n/a | yes | Hawley, PA|NEW YORK, NY | Current employment |
| SMARTPATH ADVISORS | No RAUM reported | May 7, 2026 | n/a | yes | Hawley, PA|ATLANTA, GA | Current employment |
| YOUR RICHEST LIFE | State registered | Mar 15, 2019 | Jul 10, 2020 | no | Hawley, PA|PLANO, TX | Previous registration |
| LEARNVEST PLANNING SERVICES, LLC | Former SEC adviser | Jun 24, 2013 | Jun 7, 2018 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| YOUR RICHEST LIFE | SMARTPATH ADVISORS | Jul 10, 2020 | May 7, 2026 | 2,127 | Firm change after gap | Other |
| LEARNVEST PLANNING SERVICES, LLC | YOUR RICHEST LIFE | Jun 7, 2018 | Mar 15, 2019 | 281 | Firm change | Other |