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Advisor at FINANCIAL INDEPENDENCE ADVISORS, LLC
JACKSONVILLE, 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 |
|---|---|---|---|---|---|---|
| FINANCIAL INDEPENDENCE ADVISORS, LLC | Independent wealth | Jan 1, 2025 | n/a | yes | JACKSONVILLE, FL | Current employment |
| GUNN & COMPANY INVESTMENT MANAGEMENT, INC. | Independent wealth | May 8, 2020 | Aug 15, 2022 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GUNN & COMPANY INVESTMENT MANAGEMENT, INC. | FINANCIAL INDEPENDENCE ADVISORS, LLC | Aug 15, 2022 | Jan 1, 2025 | 870 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 120084:317193:FL:2022-08-15 | Aug 15, 2022 | Jan 1, 2025 | JACKSONVILLE, FL | Firm change after gap |