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Advisor at TUTTLE WEALTH PARTNERS LLC
RIVERSIDE, CT | Fort Mill, SC
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 |
|---|---|---|---|---|---|---|
| TUTTLE WEALTH PARTNERS LLC | Independent wealth | Feb 4, 2026 | n/a | yes | RIVERSIDE, CT|Fort Mill, SC | Current employment |
| CG ADVISORY SERVICES | Independent wealth | Oct 30, 2025 | Feb 4, 2026 | no | Charlotte, NC|WILLIAMSTON, MI | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Oct 18, 2018 | Aug 5, 2025 | no | CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CG ADVISORY SERVICES | TUTTLE WEALTH PARTNERS LLC | Feb 4, 2026 | Feb 4, 2026 | 0 | Firm change | RIA to new firm |
| VANGUARD ADVISERS, INC. | CG ADVISORY SERVICES | Aug 5, 2025 | Oct 30, 2025 | 86 | Firm change | Ibd to RIA |