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Advisor at WEALTHSPIRE ADVISORS
Boca Raton, 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 |
|---|---|---|---|---|---|---|
| WEALTHSPIRE ADVISORS | Independent wealth | May 5, 2026 | n/a | yes | Boca Raton, FL | Current employment |
| WEALTHSPIRE ADVISORS | Former SEC adviser | Jun 6, 2024 | Jun 2, 2026 | no | Boca Raton, FL|MELVILLE, NY | Previous registration |
| FLORIDA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | May 21, 2021 | Dec 4, 2023 | no | Miami, FL|Coral Gables, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHSPIRE ADVISORS | WEALTHSPIRE ADVISORS | Jun 2, 2026 | May 5, 2026 | -28 | Bulk transfer | RIA to RIA |
| FLORIDA FINANCIAL ADVISORS, LLC | WEALTHSPIRE ADVISORS | Dec 4, 2023 | Jun 6, 2024 | 185 | Firm change | Ibd to RIA |