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Advisor at MY INVESTMENT PATH
CORAL GABLES, FL | Coral Gables, FL
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 |
|---|---|---|---|---|---|---|
| MY INVESTMENT PATH | State registered | Feb 27, 2024 | n/a | yes | Coral Gables, FL|CORAL GABLES, FL | Current employment |
| VIM WEALTH MANAGEMENT, LLC | State registered | Jul 7, 2023 | Sep 18, 2023 | no | CORAL GABLES, FL|CORAL GABLES, FL | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Mar 2, 2023 | Jun 12, 2023 | no | MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VIM WEALTH MANAGEMENT, LLC | MY INVESTMENT PATH | Sep 18, 2023 | Feb 27, 2024 | 162 | Firm change | Other |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | VIM WEALTH MANAGEMENT, LLC | Jun 12, 2023 | Jul 7, 2023 | 25 | Firm change | Other |