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Advisor at GRAY COLT FINANCIAL PLANNING LLC
ST. PETERSBURG, 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 |
|---|---|---|---|---|---|---|
| GRAY COLT FINANCIAL PLANNING LLC | State registered | Nov 15, 2024 | n/a | yes | ST. PETERSBURG, FL | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Mar 23, 2023 | Jul 18, 2024 | no | ST.PETERSBURG, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | GRAY COLT FINANCIAL PLANNING LLC | Jul 18, 2024 | Nov 15, 2024 | 120 | Firm change | Ibd to state RIA |