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Advisor at PINETREE ADVISORS CORP.
MIAMI, 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 |
|---|---|---|---|---|---|---|
| PINETREE ADVISORS CORP. | Independent wealth | Jan 12, 2026 | n/a | yes | MIAMI, FL | Current employment |
| FOCUS INVESTMENT ADVISORS, LLC | State registered | Jul 25, 2014 | Dec 10, 2019 | no | MIAMI, FL | Previous registration |
| AMG GLOBAL ADVISORS CORP. | n/a | Mar 4, 2014 | Jul 17, 2015 | no | MIAMI, FL | Previous registration |
| VALLEY FINANCIAL MANAGEMENT, INC. | Bd affiliated wealth | Feb 19, 2009 | Aug 27, 2009 | no | AVENTURA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOCUS INVESTMENT ADVISORS, LLC | PINETREE ADVISORS CORP. | Dec 10, 2019 | Jan 12, 2026 | 2,225 | Firm change after gap | Other |
| AMG GLOBAL ADVISORS CORP. | FOCUS INVESTMENT ADVISORS, LLC | Jul 17, 2015 | Jul 25, 2014 | -357 | Firm change after gap | Other |
| VALLEY FINANCIAL MANAGEMENT, INC. | AMG GLOBAL ADVISORS CORP. | Aug 27, 2009 | Mar 4, 2014 | 1,650 | Firm change after gap | Other |