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Advisor at KICKSTAND WEALTH ADVISORS
PITTSFORD, NY
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 |
|---|---|---|---|---|---|---|
| KICKSTAND WEALTH ADVISORS | Independent wealth | Sep 3, 2023 | n/a | yes | PITTSFORD, NY | Current employment |
| TRUCLARITY WEALTH ADVISORS | Former SEC adviser | Jun 18, 2021 | Sep 6, 2023 | no | Pittsford, NY|BEACHWOOD, OH | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 5, 2017 | Jun 21, 2021 | no | PITTSFORD, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUCLARITY WEALTH ADVISORS | KICKSTAND WEALTH ADVISORS | Sep 6, 2023 | Sep 3, 2023 | -3 | Firm change | RIA to new firm |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | TRUCLARITY WEALTH ADVISORS | Jun 21, 2021 | Jun 18, 2021 | -3 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:305145:NY:2021-06-21 | Jun 21, 2021 | Jun 18, 2021 | PITTSFORD, NY | Firm change |