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Advisor at REFRAME WEALTH, LLC
FAIRFAX, VA
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 |
|---|---|---|---|---|---|---|
| REFRAME WEALTH, LLC | Independent wealth | Apr 22, 2026 | n/a | yes | FAIRFAX, VA | Current employment |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Feb 12, 2024 | Apr 8, 2026 | no | GUILDERLAND, NY|BROOKLYN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KEY INVESTMENT SERVICES LLC | REFRAME WEALTH, LLC | Apr 8, 2026 | Apr 22, 2026 | 14 | Firm change | Ibd to RIA |