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Advisor at VICUS CAPITAL, INC.
Coral Gables, 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 |
|---|---|---|---|---|---|---|
| VICUS CAPITAL, INC. | Independent wealth | Aug 8, 2023 | n/a | yes | Coral Gables, FL | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jun 2, 2018 | Aug 5, 2023 | no | MIAMI BEACH, FL|MIAMI BEACH, FL|Miami, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Feb 4, 2015 | May 29, 2018 | no | BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | VICUS CAPITAL, INC. | Aug 5, 2023 | Aug 8, 2023 | 3 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY | J.P. MORGAN SECURITIES LLC | May 29, 2018 | Jun 2, 2018 | 4 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:79:FL:2018-05-08 | May 29, 2018 | Jun 2, 2018 | BOCA RATON, FL | Firm change |