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Advisor at ALTERNATIVE INVESTMENT ADVISORS, LLC
MAITLAND, FL | Sioux Falls, SD
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 |
|---|---|---|---|---|---|---|
| ALTERNATIVE INVESTMENT ADVISORS, LLC | Independent wealth | Sep 23, 2013 | n/a | yes | MAITLAND, FL|Sioux Falls, SD | Current employment |
| AEGIS WEALTH MANAGEMENT, LLC | Independent wealth | Jan 28, 2016 | Mar 5, 2018 | no | Sioux Falls, SD | Previous registration |
| KINGSVIEW WEALTH MANAGEMENT, LLC | Independent wealth | Apr 24, 2009 | Sep 20, 2013 | no | IOUX FALLS, SD | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 2, 2009 | Apr 13, 2009 | no | SAINT PETERSBURG, FL | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Jan 8, 2008 | Jan 2, 2009 | no | WATERTOWN, SD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AEGIS WEALTH MANAGEMENT, LLC | n/a | Mar 5, 2018 | n/a | n/a | Departure no registered destination | Departure |
| KINGSVIEW WEALTH MANAGEMENT, LLC | ALTERNATIVE INVESTMENT ADVISORS, LLC | Sep 20, 2013 | Sep 23, 2013 | 3 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | KINGSVIEW WEALTH MANAGEMENT, LLC | Apr 13, 2009 | Apr 24, 2009 | 11 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 2, 2009 | Jan 2, 2009 | 0 | Bulk transfer | Other |