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Advisor at Q3 ADVISORS, LLC
Delray Beach, 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 |
|---|---|---|---|---|---|---|
| Q3 ADVISORS, LLC | No RAUM reported | Sep 30, 2024 | n/a | yes | Delray Beach, FL | Current employment |
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | Independent wealth | Aug 19, 2022 | Aug 6, 2024 | no | FORT LAUDERDALE, FL | Previous registration |
| CAMARDA WEALTH ADVISORY GROUP | Independent wealth | May 21, 2021 | May 25, 2022 | no | FLEMING ISLAND, FL | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Mar 30, 2020 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 7, 2006 | Jul 13, 2018 | no | SAN FRANCISCO, CA|CORAL GABLES, FL|CORAL GABLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | Q3 ADVISORS, LLC | Aug 6, 2024 | Sep 30, 2024 | 55 | Firm change | Other |
| CAMARDA WEALTH ADVISORY GROUP | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | May 25, 2022 | Aug 19, 2022 | 86 | Firm change | RIA to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | CAMARDA WEALTH ADVISORY GROUP | Mar 30, 2020 | May 21, 2021 | 417 | Firm change after gap | Ibd to RIA |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |