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Advisor at REALITY FINANCIAL PLANNING SERVICES, LLC
SARASOTA, 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 |
|---|---|---|---|---|---|---|
| REALITY FINANCIAL PLANNING SERVICES, LLC | Independent wealth | Nov 16, 2020 | n/a | yes | SARASOTA, FL | Current employment |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Jun 8, 2018 | Nov 5, 2020 | no | SARASOTA, FL | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Sep 11, 2015 | May 14, 2018 | no | SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | REALITY FINANCIAL PLANNING SERVICES, LLC | Nov 5, 2020 | Nov 16, 2020 | 11 | Firm change | Ibd to RIA |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | ADVICE AND PLANNING SERVICES | May 14, 2018 | Jun 8, 2018 | 25 | Firm change | Ibd to ibd |