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Advisor at TRITON WEALTH MANAGEMENT, PLLC
SURPRISE, AZ | Sun City, AZ
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 |
|---|---|---|---|---|---|---|
| UNIVERSAL WEALTH MANAGEMENT LLC | State registered | Nov 26, 2024 | n/a | yes | SURPRISE, AZ | Current employment |
| TRITON WEALTH MANAGEMENT, PLLC | Independent wealth | Nov 28, 2018 | n/a | yes | Sun City, AZ | Current employment |
| KINGSVIEW WEALTH MANAGEMENT, LLC | Independent wealth | Jan 23, 2018 | Jan 31, 2019 | no | Sun City, AZ | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Sep 19, 2013 | Oct 10, 2016 | no | SUN CITY, AZ|SUN CITY, AZ|SUN CITY, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KINGSVIEW WEALTH MANAGEMENT, LLC | TRITON WEALTH MANAGEMENT, PLLC | Jan 31, 2019 | Nov 28, 2018 | -64 | Firm change after gap | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | KINGSVIEW WEALTH MANAGEMENT, LLC | Oct 10, 2016 | Jan 23, 2018 | 470 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 148107:291070:AZ:2019-01-31 | Jan 31, 2019 | Nov 28, 2018 | SUN CITY, AZ | Firm change after gap |
| 149018:148107:AZ:2016-10-10 | Oct 10, 2016 | Jan 23, 2018 | SUN CITY, AZ | Firm change after gap |