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Reading the graph
Advisor at FSA WEALTH PARTNERS
ROCKVILLE, MD
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 |
|---|---|---|---|---|---|---|
| FSA WEALTH PARTNERS | Independent wealth | Feb 10, 2023 | n/a | yes | ROCKVILLE, MD | Current employment |
| PRECISION FINANCIAL SERVICES | Independent wealth | Jan 4, 2022 | Sep 27, 2022 | no | MINE HILL, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRECISION FINANCIAL SERVICES | FSA WEALTH PARTNERS | Sep 27, 2022 | Feb 10, 2023 | 136 | Firm change | RIA to RIA |