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Advisor at SOLITUDE FINANCIAL SERVICES, INC.
CHARLOTTESVILLE, VA | Denver, CO
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 |
|---|---|---|---|---|---|---|
| SOLITUDE FINANCIAL SERVICES, INC. | Independent wealth | Oct 17, 2021 | n/a | yes | Denver, CO|CHARLOTTESVILLE, VA | Current employment |
| SIMA RETIREMENT SOLUTIONS, LLC | No RAUM reported | Jun 26, 2018 | Oct 4, 2021 | no | RICHMOND, VA | Previous registration |
| SIMA WEALTH PARTNERS, LLC | Independent wealth | Jun 26, 2018 | Oct 4, 2021 | no | RICHMOND, VA | Previous registration |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Apr 9, 2018 | Jun 22, 2018 | no | Clearwater, FL | Previous registration |
| GFS PRIVATE WEALTH | Former SEC adviser | Oct 9, 2013 | Jun 22, 2018 | no | CLEARWATER, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 19, 2005 | Dec 17, 2007 | no | ANGOLA, IN|ANGOLA, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SIMA WEALTH PARTNERS, LLC | SOLITUDE FINANCIAL SERVICES, INC. | Oct 4, 2021 | Oct 17, 2021 | 13 | Firm change | RIA to RIA |
| SIMA RETIREMENT SOLUTIONS, LLC | SIMA WEALTH PARTNERS, LLC | Oct 4, 2021 | Jun 26, 2018 | -1,196 | Firm change after gap | Other |
| MERCER GLOBAL ADVISORS INC. | SIMA RETIREMENT SOLUTIONS, LLC | Jun 22, 2018 | Jun 26, 2018 | 4 | Firm change | RIA to new firm |
| GFS PRIVATE WEALTH | MERCER GLOBAL ADVISORS INC. | Jun 22, 2018 | Apr 9, 2018 | -74 | Firm change after gap | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | GFS PRIVATE WEALTH | Dec 17, 2007 | Oct 9, 2013 | 2,123 | Firm change after gap | Other |