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Advisor at ROBO ADVISOR, INC.
LAKE MARY, 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 |
|---|---|---|---|---|---|---|
| ROBO ADVISOR, INC. | No RAUM reported | Apr 1, 2025 | n/a | yes | LAKE MARY, FL | Current employment |
| ROBO ADVISOR, INC. | No RAUM reported | Jan 25, 2011 | Dec 31, 2019 | no | LAKE MARY, FL|LAKE MARY, FL | Previous registration |
| ROBO ADVISOR, INC. | No RAUM reported | Jan 25, 2011 | Dec 31, 2018 | no | LAKE MARY, FL | Previous registration |
| Spc | Bd affiliated wealth | May 25, 2000 | Dec 31, 2010 | no | LAKE MARY, FL|HEATHROW, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Spc | ROBO ADVISOR, INC. | Dec 31, 2010 | Jan 25, 2011 | 25 | Firm change | Other |