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Advisor at ESSEX FINANCIAL SERVICES, INC.
ESSEX, CT
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 |
|---|---|---|---|---|---|---|
| ESSEX FINANCIAL SERVICES, INC. | Independent wealth | Aug 2, 2021 | n/a | yes | ESSEX, CT | Current employment |
| Spc | Bd affiliated wealth | Mar 29, 2005 | Aug 2, 2021 | no | WATERFORD, CT|ANN ARBOR, MI|WATERFORD, CT|WATERFORD, CT | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Dec 9, 1992 | Mar 28, 2005 | no | WEST HARTFORD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Spc | ESSEX FINANCIAL SERVICES, INC. | Aug 2, 2021 | Aug 2, 2021 | 0 | Firm change | Ibd to RIA |
| STRATEGIC ADVISERS LLC | Spc | Mar 28, 2005 | Mar 29, 2005 | 1 | Firm change | Other |