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Advisor at LIFECARE FUNDING SOLUTIONS, LLC
OCALA, 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 |
|---|---|---|---|---|---|---|
| LIFECARE FUNDING SOLUTIONS, LLC | State registered | Dec 1, 2025 | n/a | yes | OCALA, FL | Current employment |
| LATITUDE ADVISORS, LLC | Independent wealth | Jul 24, 2014 | Jun 2, 2015 | no | OCALA, FL|YORKVILLE, IL | Previous registration |
| PHOENIX WEALTH MANAGEMENT | n/a | Mar 4, 2011 | Mar 7, 2014 | no | OCALA, FL|OXFORD, FL|THE VILLAGES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LATITUDE ADVISORS, LLC | LIFECARE FUNDING SOLUTIONS, LLC | Jun 2, 2015 | Dec 1, 2025 | 3,835 | Firm change after gap | Other |
| PHOENIX WEALTH MANAGEMENT | LATITUDE ADVISORS, LLC | Mar 7, 2014 | Jul 24, 2014 | 139 | Firm change | Other |