DFX Intelligence
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Reading the graph
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S••••••• F•••••••• T•••, LLC, CRD 288715
LAKE M•••, FL
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| J••••••• M••• F••••••• | Certified Financial Planner | LAKE M•••, FL | 9 | 28 | 2 | no |
| T•••••• F•••••• K••• | Chartered Financial Consultant | LAKE M•••, FL | 8 | 37 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | 2 | Sep 18, 2017 | Nov 28, 2017 | LAKE M•••, FL | T•••_LIFT_OUT | Other | 0.1% |
| no |