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Advisor at MARIDEA WEALTH MANAGEMENT
BROOKLYN, NY | BEVERLY, OH
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 |
|---|---|---|---|---|---|---|
| MARIDEA WEALTH MANAGEMENT | Independent wealth | Jun 1, 2026 | n/a | yes | BEVERLY, OH|BROOKLYN, NY | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 11, 2022 | Jun 15, 2026 | no | BEVERLY, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | MARIDEA WEALTH MANAGEMENT | Jun 15, 2026 | Jun 1, 2026 | -14 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:325523:OH:2026-06-15 | Jun 15, 2026 | Jun 1, 2026 | BEVERLY, OH | Firm change |