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Advisor at MARIDEA WEALTH MANAGEMENT
SHAVANO PARK, TX | BROOKLYN, NY
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 |
|---|---|---|---|---|---|---|
| MARIDEA WEALTH MANAGEMENT | Independent wealth | Sep 20, 2024 | n/a | yes | SHAVANO PARK, TX|BROOKLYN, NY | Current employment |
| VITALSTONE FINANCIAL, LLC | Former SEC adviser | Oct 1, 2020 | Nov 22, 2024 | no | SHAVANO PARK, TX|SAN ANTONION, TX|SHAVANO PARK, TX | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jan 29, 2019 | Oct 6, 2020 | no | San Antonio, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VITALSTONE FINANCIAL, LLC | MARIDEA WEALTH MANAGEMENT | Nov 22, 2024 | Sep 20, 2024 | -63 | Firm change after gap | RIA to RIA |
| MML INVESTORS SERVICES, LLC | VITALSTONE FINANCIAL, LLC | Oct 6, 2020 | Oct 1, 2020 | -5 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 310485:325523:TX:2024-11-22 | Nov 22, 2024 | Sep 20, 2024 | SHAVANO PARK, TX | Firm change after gap |
| 10409:310485:TX:2020-10-06 | Oct 6, 2020 | Oct 1, 2020 | SAN ANTONIO, TX | Firm change |