DFX Intelligence
Reading the graph
Reading the graph
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Advisor at P••••••••• P••••••• I•••
GREEN COVE SPRINGS, 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 |
|---|---|---|---|---|---|---|
| P••••••••• P••••••• I••• | State registered | Nov 13, 2023 | n/a | yes | GREEN COVE SPRINGS, FL | Current employment |
| T•••• F•••••••• | Independent wealth | Feb 14, 2019 | Mar 27, 2024 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| T•••• F•••••••• | P••••••••• P••••••• I••• | Mar 27, 2024 | Nov 13, 2023 | -135 | Firm change after gap | RIA to state RIA |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | T•••• F•••••••• | Feb 12, 2019 | Feb 14, 2019 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:300043:FL:2019-02-12 | Feb 12, 2019 | Feb 14, 2019 | JACKSONVILLE, FL | Firm change |
| 705:149018:FL:2017-02-13 | Feb 13, 2017 | Apr 13, 2017 | ST PETERSBURG, FL | Firm change |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Bd affiliated wealth | Apr 13, 2017 | Feb 12, 2019 | no | JACKSONVILLE, FL | Previous registration |
| R•••••• J•••• • A••••••••• I••• | National bd RIA | Jul 11, 2016 | Feb 13, 2017 | no | ST. PETERSBURG, FL | Previous registration |
| 2 |
| Firm change |
| Ibd to new firm |
| R•••••• J•••• • A••••••••• I••• | R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Feb 13, 2017 | Apr 13, 2017 | 59 | Firm change | Other |