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Advisor at FORMIDABLE ASSET MANAGEMENT, LLC
Vero Beach, 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 |
|---|---|---|---|---|---|---|
| FORMIDABLE ASSET MANAGEMENT, LLC | Independent wealth | Apr 15, 2026 | n/a | yes | Vero Beach, FL | Current employment |
| BRM INVESTMENT MANAGEMENT LLC | Former SEC adviser | Jan 12, 2023 | Mar 18, 2024 | no | VERO BEACH, FL | Previous registration |
| WEDBUSH SECURITIES INC. | Bd affiliated wealth | Aug 1, 2022 | Sep 9, 2022 | no | Vero Beach, FL|Pasadena, CA | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Jan 7, 1999 | May 18, 2022 | no | STUART, FL|VERO BEACH, FL|VERO BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRM INVESTMENT MANAGEMENT LLC | FORMIDABLE ASSET MANAGEMENT, LLC | Mar 18, 2024 | Apr 15, 2026 | 758 | Firm change after gap | RIA to RIA |
| WEDBUSH SECURITIES INC. | BRM INVESTMENT MANAGEMENT LLC | Sep 9, 2022 | Jan 12, 2023 | 125 | Firm change | Ibd to new firm |
| RAYMOND JAMES & ASSOCIATES, INC. | WEDBUSH SECURITIES INC. | May 18, 2022 | Aug 1, 2022 | 75 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 323439:167555:FL:2024-03-18 | Mar 18, 2024 | Apr 15, 2026 | VERO BEACH, FL | Firm change after gap |
| 705:877:FL:2022-05-18 | May 18, 2022 | Aug 1, 2022 | VERO BEACH, FL | Firm change |