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Advisor at PODER WEALTH ADVISORS
BETHESDA, MD
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 |
|---|---|---|---|---|---|---|
| PODER WEALTH ADVISORS | State registered | Mar 20, 2025 | n/a | yes | BETHESDA, MD | Current employment |
| RE-ENVISION WEALTH | Independent wealth | Jan 4, 2023 | Jul 23, 2024 | no | Brentwood, NY|NEW YORK, NY | Previous registration |
| DARE TO DREAM FINANCIAL PLANNING | n/a | Aug 9, 2019 | Jun 16, 2023 | no | SILVER SPRING, MD | Previous registration |
| RBC CAPITAL MARKETS, LLC | National bd RIA | May 8, 2015 | Feb 12, 2019 | no | CHEVY CHASE, MD|WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RE-ENVISION WEALTH | PODER WEALTH ADVISORS | Jul 23, 2024 | Mar 20, 2025 | 240 | Firm change | RIA to state RIA |
| DARE TO DREAM FINANCIAL PLANNING | RE-ENVISION WEALTH | Jun 16, 2023 | Jan 4, 2023 | -163 | Firm change after gap | Other |
| RBC CAPITAL MARKETS, LLC | DARE TO DREAM FINANCIAL PLANNING | Feb 12, 2019 | Aug 9, 2019 | 178 | Firm change | Other |