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Advisor at COLONIAL RIVER WEALTH MANAGEMENT LLC
Newport News, VA | MIDLOTHIAN, 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 |
|---|---|---|---|---|---|---|
| COLONIAL RIVER WEALTH MANAGEMENT LLC | Independent wealth | Nov 17, 2017 | n/a | yes | MIDLOTHIAN, VA|Newport News, VA | Current employment |
| OSAIC FS, INC. | Former SEC adviser | Dec 17, 2015 | Nov 17, 2017 | no | NORFOLK, VA|VIRGINIA BEACH, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC FS, INC. | COLONIAL RIVER WEALTH MANAGEMENT LLC | Nov 17, 2017 | Nov 17, 2017 | 0 | Firm change | Other |