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Advisor at STEWARD PARTNERS INVESTMENT ADVISORY, LLC
STAMFORD, CT | AYER, MA | Andover, MA
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 |
|---|---|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | Bd affiliated wealth | Aug 28, 2017 | n/a | yes | STAMFORD, CT|Andover, MA|AYER, MA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Apr 11, 2006 | Apr 28, 2017 | no | BOSTON, MA|BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | Apr 28, 2017 | Aug 28, 2017 | 122 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:283004:MA:2017-04-28 | Apr 28, 2017 | Aug 28, 2017 | BOSTON, MA | Firm change |