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Advisor at PALM WEALTH PARTNERS
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 |
|---|---|---|---|---|---|---|
| PALM WEALTH PARTNERS | Independent wealth | Oct 2, 2024 | n/a | yes | BOCA RATON, FL | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 12, 2014 | Oct 9, 2024 | no | BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | PALM WEALTH PARTNERS | Oct 9, 2024 | Oct 2, 2024 | -7 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6627:323361:FL:2024-10-09 | Oct 9, 2024 | Oct 2, 2024 | BOCA RATON, FL | Firm change |