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Advisor at REVERE ASSET
Boca Raton, FL | ALLEN, TX
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 |
|---|---|---|---|---|---|---|
| REVERE ASSET | Independent wealth | Dec 6, 2024 | n/a | yes | Boca Raton, FL|ALLEN, TX | Current employment |
| AMERITAS ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 1, 2021 | Sep 13, 2024 | no | Boca Raton, FL | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Mar 18, 2013 | Nov 1, 2021 | no | BOCA RATON, FL|Lincoln, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | REVERE ASSET | Sep 13, 2024 | Dec 6, 2024 | 84 | Firm change | Ibd to RIA |
| AMERITAS ADVISORY SERVICES | AMERITAS ADVISORY SERVICES, LLC | Nov 1, 2021 | Nov 1, 2021 | 0 | Bulk transfer | Ibd to ibd |