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Advisor at RENEW FAMILY WEALTH
JUPITER, 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 |
|---|---|---|---|---|---|---|
| RENEW FAMILY WEALTH | State registered | Mar 11, 2021 | n/a | yes | JUPITER, FL | Current employment |
| SICA WEALTH MANAGEMENT, LLC | Former SEC adviser | Jan 3, 2017 | Apr 2, 2020 | no | MORRISTOWN, NJ|Palm Beach Gardens, FL | Previous registration |
| CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC | Former SEC adviser | Aug 2, 2016 | Apr 2, 2020 | no | MORRISTOWN, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SICA WEALTH MANAGEMENT, LLC | RENEW FAMILY WEALTH | Apr 2, 2020 | Mar 11, 2021 | 343 | Firm change | RIA to state RIA |
| CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC | SICA WEALTH MANAGEMENT, LLC | Apr 2, 2020 | Jan 3, 2017 | -1,185 | Firm change after gap | Other |