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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 | Jan 17, 2019 | n/a | yes | Sun City, AZ | Current employment |
| KINGSVIEW WEALTH MANAGEMENT, LLC | Independent wealth | Oct 18, 2016 | Jan 31, 2019 | no | Sun City, AZ | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Feb 5, 2013 | Oct 10, 2016 | no | SUN CITY WEST, AZ|SUN CITY, AZ | Previous registration |
| EDWARD JONES | National bd RIA | Oct 28, 2008 | Feb 8, 2012 | no | SURPRISE, AZ|SURPRISE, AZ|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KINGSVIEW WEALTH MANAGEMENT, LLC | TRITON WEALTH MANAGEMENT, PLLC | Jan 31, 2019 | Jan 17, 2019 | -14 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | KINGSVIEW WEALTH MANAGEMENT, LLC | Oct 10, 2016 | Oct 18, 2016 | 8 | Firm change | Other |
| EDWARD JONES | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Feb 8, 2012 | Feb 5, 2013 | 363 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 148107:291070:AZ:2019-01-31 | Jan 31, 2019 | Jan 17, 2019 | SUN CITY, AZ | Firm change |
| 149018:148107:AZ:2016-10-10 | Oct 10, 2016 | Oct 18, 2016 | SUN CITY, AZ | Firm change |