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Advisor at RHODES CAPITAL MANAGEMENT, INC.
WESLEY CHAPEL, FL | St. Charles, IL | BATAVIA, IL
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 |
|---|---|---|---|---|---|---|
| ACCURATE WEALTH MANAGEMENT, LLC | Independent wealth | Jun 10, 2022 | n/a | yes | WESLEY CHAPEL, FL|St. Charles, IL | Current employment |
| RHODES CAPITAL MANAGEMENT, INC. | State registered | Jan 25, 2012 | n/a | yes | BATAVIA, IL | Current employment |
| ONYX BRIDGE WEALTH GROUP LLC | Independent wealth | Jan 14, 2021 | Jun 13, 2022 | no | St. Charles, IL|TARRYTOWN, NY|Batavia, IL | Previous registration |
| ELITE INVESTMENT TEAM LLC | Former SEC adviser | Sep 12, 2019 | Dec 31, 2020 | no | SAN DIEGO, CA|St. Charles, IL | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Dec 23, 2010 | no | ROCKFORD, IL | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Nov 23, 2007 | Jun 1, 2009 | no | ROCKFORD, IL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 20, 2002 | Nov 27, 2007 | no | ROCKFORD, IL|ROCKFORD, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ONYX BRIDGE WEALTH GROUP LLC | ACCURATE WEALTH MANAGEMENT, LLC | Jun 13, 2022 | Jun 10, 2022 | -3 | Firm change | RIA to RIA |
| ELITE INVESTMENT TEAM LLC | ONYX BRIDGE WEALTH GROUP LLC | Dec 31, 2020 | Jan 14, 2021 | 14 | Firm change | RIA to RIA |
| MORGAN STANLEY | RHODES CAPITAL MANAGEMENT, INC. | Dec 23, 2010 | Jan 25, 2012 | 398 | Firm change | Wirehouse to state RIA |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CITIGROUP GLOBAL MARKETS INC. | Nov 27, 2007 | Nov 23, 2007 | -4 | Firm change | Other |