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Advisor at SENSIBLE MONEY, LLC
Miami, FL | SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|
| SENSIBLE MONEY, LLC | Independent wealth | Dec 6, 2021 | n/a | yes | SCOTTSDALE, AZ|Miami, FL | Current employment |
| PORTFOLIO RESOURCES ADVISOR GROUP, INC. | Independent wealth | Apr 6, 2018 | Oct 14, 2021 | no | CORAL GABLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PORTFOLIO RESOURCES ADVISOR GROUP, INC. | SENSIBLE MONEY, LLC | Oct 14, 2021 | Dec 6, 2021 | 53 | Firm change | RIA to RIA |