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Advisor at LYNX ADVISORY PARTNERS
CORAL GABLES, FL | CDMX
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 |
|---|---|---|---|---|---|---|
| LYNX ADVISORY PARTNERS | Independent wealth | Apr 29, 2025 | n/a | yes | CORAL GABLES, FL|CDMX | Current employment |
| CERES GLOBAL ADVISORY | Former SEC adviser | Sep 1, 2022 | Sep 18, 2023 | no | CDMX|CORAL GABLES, FL | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jun 20, 2019 | Nov 10, 2021 | no | WEEHAWKEN, NJ|Mexico | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Feb 13, 2015 | Jan 16, 2019 | no | New York, NY | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 1, 2010 | Sep 12, 2014 | no | NEW YORK, NY|WEEHAWKEN, NJ|NEW YORK, NY | Previous registration |
| UBS INTERNATIONAL INC. | n/a | Jan 22, 2009 | Jan 1, 2010 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CERES GLOBAL ADVISORY | LYNX ADVISORY PARTNERS | Sep 18, 2023 | Apr 29, 2025 | 589 | Firm change after gap | RIA to RIA |
| UBS FINANCIAL SERVICES INC. | CERES GLOBAL ADVISORY | Nov 10, 2021 | Sep 1, 2022 | 295 | Firm change | Wirehouse to RIA |
| CITIGROUP GLOBAL MARKETS INC. | UBS FINANCIAL SERVICES INC. | Jan 16, 2019 | Jun 20, 2019 | 155 | Firm change | Ibd to wirehouse |
| UBS FINANCIAL SERVICES INC. | CITIGROUP GLOBAL MARKETS INC. | Sep 12, 2014 | Feb 13, 2015 | 154 | Firm change | Other |
| UBS INTERNATIONAL INC. | UBS FINANCIAL SERVICES INC. | Jan 1, 2010 | Jan 1, 2010 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 299865:326594:FL:2023-09-18 | Sep 18, 2023 | Apr 29, 2025 | CORAL GABLES, FL | Firm change after gap |