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Advisor at FAIRPORT ADVISORS, INC.
Boca Raton, FL | SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|
| FAIRPORT ADVISORS, INC. | State registered | Jan 17, 2012 | n/a | yes | Boca Raton, FL|Boca Raton, FL|SCOTTSDALE, AZ | Current employment |
| SWISS ALLIED WEALTH MANAGEMENT, LLC | n/a | Jul 7, 2015 | Jun 6, 2017 | no | BOCA RATON, FL|NEW YORK, NY|Boca Raton, FL | Previous registration |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | n/a | Apr 9, 2007 | Nov 13, 2008 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SWISS ALLIED WEALTH MANAGEMENT, LLC | n/a | Jun 6, 2017 | n/a | n/a | Departure no registered destination | Departure |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | FAIRPORT ADVISORS, INC. | Nov 13, 2008 | Jan 17, 2012 | 1,160 | Firm change after gap | Other |