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Advisor at ADVUS FINANCIAL PARTNERS, LLC
WINTER PARK, FL | Fort Worth, TX
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 |
|---|---|---|---|---|---|---|
| ADVUS FINANCIAL PARTNERS, LLC | Mixed wealth | Feb 23, 2026 | n/a | yes | Fort Worth, TX|WINTER PARK, FL | Current employment |
| MISSIONSQUARE RETIREMENT | Bd affiliated wealth | Sep 10, 2024 | Aug 27, 2025 | no | FORT WORTH, TX|WASHINGTON, DC | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Nov 17, 2022 | May 21, 2024 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MISSIONSQUARE RETIREMENT | ADVUS FINANCIAL PARTNERS, LLC | Aug 27, 2025 | Feb 23, 2026 | 180 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | MISSIONSQUARE RETIREMENT | May 21, 2024 | Sep 10, 2024 | 112 | Firm change | Other |