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Advisor at ZAFIRO
LAKE MARY, 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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Zafiro | State registered | Aug 14, 2024 | n/a | yes | LAKE MARY, FL | Current employment |
| ARKADIOS WEALTH ADVISORS | Bd affiliated wealth | Mar 31, 2022 | Apr 30, 2024 | no | Lake Mary, FL | Previous registration |
| SELECT ADVISORY GROUP INC | State registered | Jul 21, 2020 | Apr 30, 2024 | no | SAN JUAN, PR | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Dec 1, 2014 | Jun 2, 2020 | no | ORLANDO, FL|NEW SMYRNA BEACH, FL | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Aug 28, 2012 | Dec 3, 2014 | no | SAN JUAN, PR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SELECT ADVISORY GROUP INC | ARKADIOS WEALTH ADVISORS | Apr 30, 2024 | Mar 31, 2022 | -761 | Firm change after gap | Other |
| ARKADIOS WEALTH ADVISORS | Zafiro | Apr 30, 2024 | Aug 14, 2024 | 106 | Firm change | Ibd to state RIA |
| RAYMOND JAMES & ASSOCIATES, INC. | SELECT ADVISORY GROUP INC | Jun 2, 2020 | Jul 21, 2020 | 49 | Firm change | Ibd to state RIA |
| UBS FINANCIAL SERVICES INC. | RAYMOND JAMES & ASSOCIATES, INC. | Dec 3, 2014 | Dec 1, 2014 | -2 | Firm change | Wirehouse to ibd |