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Advisor at MONEY MANAGER INC.
WELLINGTON, 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 |
|---|---|---|---|---|---|---|
| MONEY MANAGER INC. | State registered | Dec 18, 2019 | n/a | yes | WELLINGTON, FL | Current employment |
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | Former SEC adviser | Nov 4, 2002 | Sep 21, 2017 | no | BOCA RATON, FL|BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT PORTFOLIO CONSULTANTS, INC. | MONEY MANAGER INC. | Sep 21, 2017 | Dec 18, 2019 | 818 | Firm change after gap | Other |