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Advisor at ARETE WEALTH ADVISORS, LLC
Sarasota, 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 |
|---|---|---|---|---|---|---|
| ARETE WEALTH ADVISORS, LLC | Bd affiliated wealth | Feb 2, 2026 | n/a | yes | Sarasota, FL | Current employment |
| LION STREET ADVISORS, LLC | Former SEC adviser | Apr 25, 2019 | Jul 28, 2020 | no | Springfield, IL | Previous registration |
| FREEDOM FINANCIAL WEALTH MANAGEMENT LLC | n/a | Mar 31, 2017 | Aug 28, 2019 | no | SPRINGFIELD, IL | Previous registration |
| GRADIENT ADVISORS, LLC | Independent wealth | Aug 8, 2014 | Mar 31, 2017 | no | SPRINGFIELD, IL|ARDEN HILLS, MN | Previous registration |
| HORACE MANN INVESTORS, INC. | No RAUM reported | Jul 7, 2008 | Nov 17, 2008 | no | SPRINGFIELD, IL|SPRINGFIELD, IL|LAS VEGAS, NV|LAS VEGAS, NV|Reno, NV|LAS VEGAS, NV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LION STREET ADVISORS, LLC | ARETE WEALTH ADVISORS, LLC | Jul 28, 2020 | Feb 2, 2026 | 2,015 | Firm change after gap | Ibd to ibd |
| FREEDOM FINANCIAL WEALTH MANAGEMENT LLC | LION STREET ADVISORS, LLC | Aug 28, 2019 | Apr 25, 2019 | -125 | Firm change after gap | Other |
| GRADIENT ADVISORS, LLC | FREEDOM FINANCIAL WEALTH MANAGEMENT LLC | Mar 31, 2017 | Mar 31, 2017 | 0 | Firm change | Other |
| HORACE MANN INVESTORS, INC. | GRADIENT ADVISORS, LLC | Nov 17, 2008 | Aug 8, 2014 | 2,090 | Firm change after gap | Other |