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Advisor at BLUE MARLIN ADVISORS, LLC
WEST PALM BEACH, FL | Fairhope, AL
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 |
|---|---|---|---|---|---|---|
| BLUE MARLIN ADVISORS, LLC | State registered | Apr 29, 2022 | n/a | yes | Fairhope, AL|WEST PALM BEACH, FL | Current employment |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Feb 2, 2015 | Oct 28, 2015 | no | TUPELO, MS | Previous registration |
| CLEARPOINT CAPITAL MANAGEMENT LLC | n/a | Feb 19, 2013 | Dec 17, 2014 | no | MOBILE, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INVEST FINANCIAL CORPORATION | BLUE MARLIN ADVISORS, LLC | Oct 28, 2015 | Apr 29, 2022 | 2,375 | Firm change after gap | Other |
| CLEARPOINT CAPITAL MANAGEMENT LLC | INVEST FINANCIAL CORPORATION | Dec 17, 2014 | Feb 2, 2015 | 47 | Firm change | Other |