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Advisor at STEADY RETURNS
PORT ST. LUCIE, 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 |
|---|---|---|---|---|---|---|
| STEADY RETURNS | Independent wealth | Oct 7, 2024 | n/a | yes | PORT ST. LUCIE, FL | Current employment |
| AMERICAN PORTFOLIOS ADVISORS, INC | Former SEC adviser | Jul 7, 2009 | Jan 8, 2014 | no | HOLBROOK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERICAN PORTFOLIOS ADVISORS, INC | STEADY RETURNS | Jan 8, 2014 | Oct 7, 2024 | 3,925 | Firm change after gap | Other |