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Advisor at PROFUSION PRIVATE WEALTH
ST. LOUIS, MO
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 |
|---|---|---|---|---|---|---|
| PROFUSION PRIVATE WEALTH | Independent wealth | Oct 10, 2025 | n/a | yes | ST. LOUIS, MO | Current employment |
| EQUIS GROUP LLC | Former SEC adviser | Mar 26, 2014 | Jun 16, 2025 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUIS GROUP LLC | PROFUSION PRIVATE WEALTH | Jun 16, 2025 | Oct 10, 2025 | 116 | Firm change | Other |