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Advisor at EXODUS WEALTH, LLC
FORT LAUDERDALE, FL | Pompano Beach, 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 |
|---|---|---|---|---|---|---|
| EXODUS WEALTH, LLC | Independent wealth | Feb 4, 2026 | n/a | yes | FORT LAUDERDALE, FL|Pompano Beach, FL | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Jun 27, 2025 | Nov 3, 2025 | no | Charlotte, NC|Pompano, FL|Fort Lauderdale, FL|AUSTIN, TX | Previous registration |
| FINANCIAL PLANNING SERVICES, INC. | Independent wealth | Jun 9, 2021 | Dec 31, 2025 | no | FORT LAUDERDALE, FL | Previous registration |
| INTEGRATED FINANCIAL STRATEGIES, LLC | No RAUM reported | Sep 19, 2012 | Jul 31, 2026 | no | FORT LAUDERDALE, FL|Pompano, FL|FORT LAUDERDALE, FL | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 11, 2007 | Sep 27, 2012 | no | CHARLOTTE, NC|CHARLOTTE, NC|CHARLOTTE, NC|FORT MILL, SC|CHARLOTTE, NC | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jun 1, 2005 | Oct 29, 2007 | no | CHARLOTTE, NC|CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| MONY SECURITIES CORPORATION | n/a | Jan 8, 2003 | Jun 1, 2005 | no | CHARLOTTE, NC | Previous registration |
| NEW ENGLAND SECURITIES CORPORATION | Former SEC adviser | Dec 31, 2001 | Jan 2, 2003 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTEGRATED FINANCIAL STRATEGIES, LLC | FINANCIAL PLANNING SERVICES, INC. | Jul 31, 2026 | Jun 9, 2021 | -1,878 | Firm change after gap | RIA to RIA |
| FINANCIAL PLANNING SERVICES, INC. | KESTRA ADVISORY SERVICES, LLC | Dec 31, 2025 | Jun 27, 2025 | -187 | Firm change after gap | RIA to ibd |
| KESTRA ADVISORY SERVICES, LLC | EXODUS WEALTH, LLC | Nov 3, 2025 | Feb 4, 2026 | 93 | Firm change | Ibd to RIA |
| LPL FINANCIAL LLC | INTEGRATED FINANCIAL STRATEGIES, LLC | Sep 27, 2012 | Sep 19, 2012 | -8 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | LPL FINANCIAL LLC | Oct 29, 2007 | Oct 11, 2007 | -18 | Firm change | Other |
| MONY SECURITIES CORPORATION | EQUITABLE ADVISORS, LLC | Jun 1, 2005 | Jun 1, 2005 | 0 | Bulk transfer | Other |
| NEW ENGLAND SECURITIES CORPORATION | MONY SECURITIES CORPORATION | Jan 2, 2003 | Jan 8, 2003 | 6 | Firm change | Other |