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Advisor at API FINANCIAL ADVISORS, LLC
PALM HARBOR, FL | ROCKLEDGE, 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 |
|---|---|---|---|---|---|---|
| API FINANCIAL ADVISORS, LLC | Independent wealth | May 6, 2025 | n/a | yes | PALM HARBOR, FL|ROCKLEDGE, FL | Current employment |
| REGAL INVESTMENT ADVISORS LLC | Bd affiliated wealth | Aug 14, 2024 | Aug 19, 2024 | no | KENTWOOD, MI|Palm Harbor, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REGAL INVESTMENT ADVISORS LLC | API FINANCIAL ADVISORS, LLC | Aug 19, 2024 | May 6, 2025 | 260 | Firm change | Ibd to RIA |