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Advisor at FAIRPOINT WEALTH MANAGEMENT, LLC
OLMSTED FALLS, OH
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 |
|---|---|---|---|---|---|---|
| FAIRPOINT WEALTH MANAGEMENT, LLC | State registered | Aug 4, 2017 | n/a | yes | OLMSTED FALLS, OH | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 6, 2017 | Apr 12, 2017 | no | CLEVELAND, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FAIRPOINT WEALTH MANAGEMENT, LLC | Apr 12, 2017 | Aug 4, 2017 | 114 | Firm change | Wirehouse to state RIA |