DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FRUITFUL
Orlando, FL | NEW YORK, 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 |
|---|---|---|---|---|---|---|
| Fruitful | Independent wealth | Apr 11, 2025 | n/a | yes | NEW YORK, NY|Orlando, FL | Current employment |
| MODERN MONEY ADVISOR | n/a | Mar 29, 2018 | Sep 8, 2021 | no | KISSIMMEE, FL | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jan 25, 2013 | Jan 5, 2018 | no | Miami, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 4, 2009 | Dec 14, 2012 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MODERN MONEY ADVISOR | Fruitful | Sep 8, 2021 | Apr 11, 2025 | 1,311 | Firm change after gap | Other |
| CHARLES SCHWAB & CO., INC. | MODERN MONEY ADVISOR | Jan 5, 2018 | Mar 29, 2018 | 83 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CHARLES SCHWAB & CO., INC. | Dec 14, 2012 | Jan 25, 2013 | 42 | Firm change | Wirehouse to ibd |