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Advisor at NEW ERA ADVISORY
ORLANDO, 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 |
|---|---|---|---|---|---|---|
| NEW ERA ADVISORY | State registered | Oct 28, 2022 | n/a | yes | ORLANDO, FL | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Apr 16, 2021 | Oct 27, 2022 | no | ORLANDO, FL|ORLANDO, FL | Previous registration |
| PETROS ADVISORY SERVICES, LLC | n/a | Mar 16, 2018 | Jan 27, 2021 | no | Winter Park, FL|Winter Park, FL|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | NEW ERA ADVISORY | Oct 27, 2022 | Oct 28, 2022 | 1 | Firm change | Ibd to state RIA |
| PETROS ADVISORY SERVICES, LLC | AE WEALTH MANAGEMENT, LLC | Jan 27, 2021 | Apr 16, 2021 | 79 | Firm change | Other |