• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
AMIR A DADABHOY
CRD#: 4056077
IA
Investment Adviser
B
Previous Broker
BGW WEALTH ADVISORS, LLCCRD#: 117865 1616 CAMDEN ROAD
SUITE 510
CHARLOTTE, NC 28203
Registration History
20122014201620182020202220242 FIRMS2012 - 2022 (10 years)3 FIRMS2023 - 2023 (<1 year)IABGW WEALTH ADVISORS, LLC (CRD# 117865)2023 - Present (1 year)IABGW WEALTH ADVISORS, LLC (CRD# 117865)2022 - 2023 (<1 year)
License(s)

State Registrations

IA
North Carolina 10/24/2023

IA
South Carolina 11/3/2023

Current Registration(s)
IA
BGW WEALTH ADVISORS, LLC (CRD#:117865)
1616 CAMDEN ROAD SUITE 510, CHARLOTTE, NC 28203
Registered with this firm since 10/24/2023

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
03/16/2023 - 10/12/2023 KESTRA PRIVATE WEALTH SERVICES, LLC (CRD#:155193) Huntersville, NC
B
03/16/2023 - 10/12/2023 KESTRA INVESTMENT SERVICES, LLC (CRD#:42046) Huntersville, NC
IA
06/02/2022 - 03/17/2023 BGW WEALTH ADVISORS, LLC (CRD#:117865) Pasadena, CA
IA
03/16/2023 - 03/16/2023 KESTRA ADVISORY SERVICES, LLC (CRD#:283330) Huntersville, NC
IA
07/24/2012 - 06/02/2022 MORGAN STANLEY (CRD#:149777) RIVERSIDE, CA
B
05/10/2012 - 06/02/2022 MORGAN STANLEY (CRD#:149777) RIVERSIDE, CA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.