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Advisor at DESTINY WEALTH PARTNERS, LLC
Winter Park, FL | TAVARES, 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 |
|---|---|---|---|---|---|---|
| DESTINY WEALTH PARTNERS, LLC | Independent wealth | Jul 5, 2017 | n/a | yes | TAVARES, FL|Winter Park, FL | Current employment |
| CWM, LLC | Bd affiliated wealth | Jul 5, 2018 | Jul 1, 2020 | no | Tavares, FL | Previous registration |
| RUGGIE WEALTH MANAGEMENT | Former SEC adviser | Jun 1, 2011 | Jan 7, 2021 | no | TAVARES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RUGGIE WEALTH MANAGEMENT | DESTINY WEALTH PARTNERS, LLC | Jan 7, 2021 | Jul 5, 2017 | -1,282 | Firm change after gap | Other |
| CWM, LLC | n/a | Jul 1, 2020 | n/a | n/a | Departure no registered destination | Departure |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145595:171346:FL:2021-01-07 | Jan 7, 2021 | Jul 5, 2017 | TAVARES, FL | Firm change after gap |