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Advisor at VITAL CAPITAL LLC
CLINTON, IA | Wesley Chapel, 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 |
|---|---|---|---|---|---|---|
| VITAL CAPITAL LLC | State registered | Jan 8, 2024 | n/a | yes | CLINTON, IA|Wesley Chapel, FL | Current employment |
| SFG WEALTH ADVISORS, LLC | Independent wealth | Jul 23, 2020 | Feb 28, 2024 | no | TAMPA, FL | Previous registration |
| THE STRATEGIC FINANCIAL ALLIANCE | Bd affiliated wealth | Sep 5, 2014 | Sep 7, 2021 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SFG WEALTH ADVISORS, LLC | VITAL CAPITAL LLC | Feb 28, 2024 | Jan 8, 2024 | -51 | Firm change after gap | RIA to state RIA |
| THE STRATEGIC FINANCIAL ALLIANCE | SFG WEALTH ADVISORS, LLC | Sep 7, 2021 | Jul 23, 2020 | -411 | Firm change after gap | Ibd to RIA |