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Advisor at REVERE WEALTH MANAGEMENT LLC
NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| REVERE WEALTH MANAGEMENT LLC | Independent wealth | Apr 27, 2023 | n/a | yes | NEW YORK, NY | Current employment |
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | Oct 15, 2018 | Feb 28, 2022 | no | NEW YORK, NY | Previous registration |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Jan 19, 2012 | Mar 23, 2018 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 5, 2005 | Jan 30, 2012 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | May 12, 2003 | Jan 11, 2005 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | REVERE WEALTH MANAGEMENT LLC | Feb 28, 2022 | Apr 27, 2023 | 423 | Firm change after gap | Ibd to RIA |
| OPPENHEIMER & CO. INC. | JANNEY MONTGOMERY SCOTT LLC | Mar 23, 2018 | Oct 15, 2018 | 206 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | OPPENHEIMER & CO. INC. | Jan 30, 2012 | Jan 19, 2012 | -11 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jan 11, 2005 | Jan 5, 2005 | -6 | Firm change | Ibd to wirehouse |