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Advisor at SAXONY CAPITAL MANAGEMENT, LLC
SAINT LOUIS, MO | Marlton, NJ
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 |
|---|---|---|---|---|---|---|
| SAXONY CAPITAL MANAGEMENT, LLC | Independent wealth | Feb 17, 2023 | n/a | yes | Marlton, NJ|SAINT LOUIS, MO | Current employment |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Jun 21, 2021 | Feb 16, 2023 | no | Philadelphia, PA|WHEATON, IL | Previous registration |
| FLORIDA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jul 31, 2019 | Apr 14, 2021 | no | TAMPA, FL|Philadelphia, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE CAPITAL MANAGEMENT LLC | SAXONY CAPITAL MANAGEMENT, LLC | Feb 16, 2023 | Feb 17, 2023 | 1 | Firm change | RIA to RIA |
| FLORIDA FINANCIAL ADVISORS, LLC | BROOKSTONE CAPITAL MANAGEMENT LLC | Apr 14, 2021 | Jun 21, 2021 | 68 | Firm change | Ibd to RIA |