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Advisor at ALCHEMI WEALTH, LLC
ESSEX, CT
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 |
|---|---|---|---|---|---|---|
| ALCHEMI WEALTH, LLC | Independent wealth | Feb 5, 2021 | n/a | yes | ESSEX, CT | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Feb 8, 2021 | no | ESSEX, CT | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Jul 20, 2001 | Jan 1, 2008 | no | ESSEX, CT|ST. LOUIS, MO|ESSEX, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | ALCHEMI WEALTH, LLC | Feb 8, 2021 | Feb 5, 2021 | -3 | Firm change | Wirehouse to new firm |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |