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Advisor at AVIANCE CAPITAL PARTNERS LLC
NAPLES, 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 |
|---|---|---|---|---|---|---|
| AVIANCE CAPITAL PARTNERS LLC | Independent wealth | Apr 6, 2023 | n/a | yes | NAPLES, FL | Current employment |
| CAPITAL WEALTH PLANNING, LLC | Independent wealth | Feb 26, 2021 | Jul 29, 2021 | no | NAPLES, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Nov 23, 2009 | Apr 30, 2019 | no | Naples, FL|NAPLES, FL | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 21, 2000 | Nov 24, 2009 | no | NAPLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL WEALTH PLANNING, LLC | AVIANCE CAPITAL PARTNERS LLC | Jul 29, 2021 | Apr 6, 2023 | 616 | Firm change after gap | RIA to RIA |
| MORGAN STANLEY | CAPITAL WEALTH PLANNING, LLC | Apr 30, 2019 | Feb 26, 2021 | 668 | Firm change after gap | Wirehouse to RIA |
| STRATEGIC ADVISERS LLC | MORGAN STANLEY | Nov 24, 2009 | Nov 23, 2009 | -1 | Firm change | Ibd to wirehouse |