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Advisor at AE WEALTH MANAGEMENT, LLC
Sebring, FL | Greer, SC | Jacksonville, FL | Asheville, NC | Sarasota, FL | Hendersonville, NC
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 |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jan 4, 2017 | n/a | yes | Sebring, FL|Sarasota, FL|Hendersonville, NC|Asheville, NC|Greer, SC|Jacksonville, FL | Current employment |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Jan 7, 2016 | Jan 5, 2017 | no | Sebring, FL|Sarasota, FL|SARASOTA, FL | Previous registration |
| J. BIANCE FINANCIAL | n/a | Jan 23, 2015 | Dec 31, 2015 | no | Punta Gorda, FL|SEBRING, FL | Previous registration |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Mar 5, 2014 | Sep 8, 2014 | no | SEBRING, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | AE WEALTH MANAGEMENT, LLC | Jan 5, 2017 | Jan 4, 2017 | -1 | Firm change | Other |
| J. BIANCE FINANCIAL | GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Dec 31, 2015 | Jan 7, 2016 | 7 | Firm change | Other |
| BROOKSTONE WEALTH ADVISORS, LLC | J. BIANCE FINANCIAL | Sep 8, 2014 | Jan 23, 2015 | 137 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 132070:282580:FL:2016-11-17 | Jan 5, 2017 | Jan 4, 2017 | SARASOTA, FL | Firm change |