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Advisor at NEIL JESANI WEALTH MANAGEMENT
ORLANDO, FL | SUNRISE, 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 |
|---|---|---|---|---|---|---|
| NEIL JESANI WEALTH MANAGEMENT | Independent wealth | Aug 24, 2026 | n/a | yes | SUNRISE, FL|ORLANDO, FL | Current employment |
| ADVANCED WEALTH MANAGEMENT | Independent wealth | Aug 12, 2024 | Aug 31, 2026 | no | SARASOTA, FL|Orlando, FL | Previous registration |
| PROSTATIS FINANCIAL ADVISORS GROUP | Independent wealth | Sep 20, 2022 | Apr 1, 2024 | no | Hanover, MD | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 2, 2020 | Jun 29, 2021 | no | ANNAPOLIS, MD | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Nov 2, 2015 | Jan 9, 2020 | no | BETHESDA, MD|PALO ALTO, CA | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | May 31, 2013 | Oct 20, 2015 | no | BETHESDA, MD | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | May 31, 2013 | Oct 20, 2015 | no | Potomac, MD | Previous registration |
| T. ROWE PRICE ADVISORY SERVICES, INC. | Bd affiliated wealth | Apr 14, 2010 | Apr 4, 2013 | no | MCLEAN, VA|OWINGS MILLS, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVANCED WEALTH MANAGEMENT | NEIL JESANI WEALTH MANAGEMENT | Aug 31, 2026 | Aug 24, 2026 | -7 | Firm change | RIA to RIA |
| PROSTATIS FINANCIAL ADVISORS GROUP | ADVANCED WEALTH MANAGEMENT | Apr 1, 2024 | Aug 12, 2024 | 133 | Firm change | RIA to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | PROSTATIS FINANCIAL ADVISORS GROUP | Jun 29, 2021 | Sep 20, 2022 | 448 | Firm change after gap | Ibd to RIA |
| ADVICE AND PLANNING SERVICES | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jan 9, 2020 | Jul 2, 2020 | 175 | Firm change | Ibd to ibd |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Oct 20, 2015 | May 31, 2013 | -872 | Firm change after gap | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Oct 20, 2015 | May 31, 2013 | -872 | Channel change | Other |
| T. ROWE PRICE ADVISORY SERVICES, INC. | TD AMERITRADE, INC. | Apr 4, 2013 | May 31, 2013 | 57 | Firm change | Other |