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Advisor at SKY ALPHA ASSET ADVISORS
BOCA RATON, 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 |
|---|---|---|---|---|---|---|
| SKY ALPHA ASSET ADVISORS | Independent wealth | Jun 14, 2023 | n/a | yes | BOCA RATON, FL | Current employment |
| NFSG CORPORATION | Bd affiliated wealth | Jan 2, 2015 | Jun 28, 2023 | no | DAVIE, FL|BOCA RATON, FL | Previous registration |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Bd affiliated wealth | Jun 12, 2013 | Jan 15, 2015 | no | ORLANDO, FL | Previous registration |
| CBG WEALTH MANAGEMENT | n/a | Mar 21, 2013 | Jul 2, 2013 | no | BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NFSG CORPORATION | SKY ALPHA ASSET ADVISORS | Jun 28, 2023 | Jun 14, 2023 | -14 | Firm change | Ibd to RIA |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | NFSG CORPORATION | Jan 15, 2015 | Jan 2, 2015 | -13 | Firm change | Other |
| CBG WEALTH MANAGEMENT | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Jul 2, 2013 | Jun 12, 2013 | -20 | Firm change | Other |