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Reading the graph
Advisor at MARINER
Jupiter, 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 |
|---|---|---|---|---|---|---|
| Mariner | Bd affiliated wealth | Jul 17, 2026 | n/a | yes | Jupiter, FL|Jupiter, FL | Current employment |
| ATLANTIC WEALTH PARTNERS, LLC | Former SEC adviser | Jun 27, 2024 | Jul 28, 2026 | no | NORTH PALM BEACH, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Feb 24, 2023 | Jul 3, 2024 | no | STUART, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 29, 2022 | Jan 3, 2023 | no | NEW YORK, NY|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ATLANTIC WEALTH PARTNERS, LLC | Mariner | Jul 28, 2026 | Jul 17, 2026 | -11 | Firm change | RIA to ibd |
| MORGAN STANLEY | ATLANTIC WEALTH PARTNERS, LLC | Jul 3, 2024 | Jun 27, 2024 | -6 | Firm change | Wirehouse to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Jan 3, 2023 | Feb 24, 2023 | 52 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 289440:140195:FL:2026-07-28 | Jul 28, 2026 | Jul 17, 2026 | NORTH PALM BEACH, FL | Firm change |