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Advisor at DYNASTY WEALTH MANAGEMENT, LLC
ST. PETERSBURG, 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 |
|---|---|---|---|---|---|---|
| DYNASTY WEALTH MANAGEMENT, LLC | Asset manager | Feb 14, 2022 | n/a | yes | ST. PETERSBURG, FL | Current employment |
| GUNNALLEN FINANCIAL, INC | n/a | Apr 17, 2006 | May 13, 2009 | no | TAMPA, FL|TAMPA, FL | Previous registration |
| GREAT COMPANIES LLC | n/a | Mar 10, 2005 | Apr 19, 2006 | no | CLEARWATER, FL | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Nov 10, 2004 | Dec 17, 2004 | no | ST. PETERSBURG, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GUNNALLEN FINANCIAL, INC | DYNASTY WEALTH MANAGEMENT, LLC | May 13, 2009 | Feb 14, 2022 | 4,660 | Firm change after gap | Other |
| GREAT COMPANIES LLC | GUNNALLEN FINANCIAL, INC | Apr 19, 2006 | Apr 17, 2006 | -2 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | GREAT COMPANIES LLC | Dec 17, 2004 | Mar 10, 2005 | 83 | Firm change | Other |