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Advisor at VIRTUOSO WEALTH MANAGEMENT
HENDERSON, 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 |
|---|---|---|---|---|---|---|
| VIRTUOSO WEALTH MANAGEMENT | State registered | Jan 6, 2014 | n/a | yes | HENDERSON, NV | Current employment |
| STERLING ADVISOR GROUP | State registered | Oct 21, 2011 | Dec 3, 2013 | no | MESA, AZ | Previous registration |
| INDEPENDENT FINANCIAL GROUP, LLC | Bd affiliated wealth | Dec 4, 2009 | Aug 10, 2011 | no | SAN DIEGO, CA|SAN DIEGO, CA|PALM DESERT, CA | Previous registration |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | n/a | Aug 29, 2006 | Dec 11, 2009 | no | SAN DIEGO, CA|MURRIETA, CA|SAN DIEGO, CA | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Apr 12, 2006 | Sep 5, 2006 | no | PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STERLING ADVISOR GROUP | VIRTUOSO WEALTH MANAGEMENT | Dec 3, 2013 | Jan 6, 2014 | 34 | Firm change | Other |
| INDEPENDENT FINANCIAL GROUP, LLC | STERLING ADVISOR GROUP | Aug 10, 2011 | Oct 21, 2011 | 72 | Firm change | Other |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | INDEPENDENT FINANCIAL GROUP, LLC | Dec 11, 2009 | Dec 4, 2009 | -7 | Firm change | Other |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | INVESTMENT ADVISORS INTERNATIONAL, INC. | Sep 5, 2006 | Aug 29, 2006 | -7 | Firm change | Other |