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Advisor at ELITE WEALTH MANAGEMENT
PARKER, CO
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 |
|---|---|---|---|---|---|---|
| ELITE WEALTH MANAGEMENT | State registered | Mar 5, 2020 | n/a | yes | PARKER, CO | Current employment |
| WEALTHSOURCE? | Former SEC adviser | Mar 10, 2016 | Dec 15, 2021 | no | CENTENNIAL, CO|PARKER, CO|PARKER, CO | Previous registration |
| AVANT-GARDE ADVISORS LLC | Former SEC adviser | Aug 24, 2010 | Dec 15, 2016 | no | CENTENNIAL, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHSOURCE? | ELITE WEALTH MANAGEMENT | Dec 15, 2021 | Mar 5, 2020 | -650 | Firm change after gap | RIA to state RIA |
| AVANT-GARDE ADVISORS LLC | WEALTHSOURCE? | Dec 15, 2016 | Mar 10, 2016 | -280 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 151527:282202:CO:2016-12-15 | Dec 15, 2016 | Mar 10, 2016 | CENTENNIAL, CO | Firm change after gap |