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Advisor at UNIQUE WEALTH, LLC
TAMPA, 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 |
|---|---|---|---|---|---|---|
| UNIQUE WEALTH, LLC | Independent wealth | Jan 14, 2026 | n/a | yes | TAMPA, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 17, 2020 | Dec 16, 2020 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | UNIQUE WEALTH, LLC | Dec 16, 2020 | Jan 14, 2026 | 1,855 | Firm change after gap | Wirehouse to RIA |