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Advisor at PANDORA WEALTH, INC.
Roswell, GA | LAS VEGAS, NV
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 |
|---|---|---|---|---|---|---|
| PANDORA WEALTH, INC. | Independent wealth | Nov 21, 2024 | n/a | yes | Roswell, GA|LAS VEGAS, NV | Current employment |
| SPOTLIGHT ASSET GROUP | Former SEC adviser | Sep 12, 2019 | Nov 22, 2024 | no | Roswell, GA|OAKBROOK TERRACE, IL | Previous registration |
| JOYN ADVISORS, INC. | Former SEC adviser | May 26, 2016 | Sep 18, 2019 | no | ATLANTA, GA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Aug 14, 2007 | May 4, 2016 | no | DUNWOODY, GA|ATLANTA, GA|ALBUQUERQUE, NM|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SPOTLIGHT ASSET GROUP | PANDORA WEALTH, INC. | Nov 22, 2024 | Nov 21, 2024 | -1 | Firm change | RIA to RIA |
| JOYN ADVISORS, INC. | SPOTLIGHT ASSET GROUP | Sep 18, 2019 | Sep 12, 2019 | -6 | Firm change | RIA to RIA |
| STRATEGIC ADVISERS LLC | JOYN ADVISORS, INC. | May 4, 2016 | May 26, 2016 | 22 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 288076:331816:IL:2024-11-22 | Nov 22, 2024 | Nov 21, 2024 | OAKBROOK TERRACE, IL | Firm change |