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.

Current firm

GLOBAL WEALTH, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 1995earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63

First exam

Dec 18, 1995

First registration

Sep 8, 2003

Dual registered

no

IAPD individual key

2623916

• Occurred

  Jul 21, 2022
  Advisor changed firm

  James Gerard Palumbo left Dynamic for Global Wealth, Llc (registered 2022-09-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:792dba1e-3f15-7805-7887-82c243b2c747

First observed

Sep 8, 2003

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.