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Advisor at DYNASTY WEALTH MANAGEMENT, LLC
ST. PETERSBURG, 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 |
|---|---|---|---|---|---|---|
| DYNASTY WEALTH MANAGEMENT, LLC | Asset manager | Jan 1, 2025 | n/a | yes | ST. PETERSBURG, FL | Current employment |
| LAS OLAS CAPITAL ADVISORS, LLC | Mixed wealth | Aug 14, 2015 | Jun 14, 2017 | no | FORT LAUDERDALE, FL | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 8, 2014 | Aug 11, 2015 | no | FT. LAUDERDALE, FL|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LAS OLAS CAPITAL ADVISORS, LLC | DYNASTY WEALTH MANAGEMENT, LLC | Jun 14, 2017 | Jan 1, 2025 | 2,758 | Firm change after gap | Other |
| UBS FINANCIAL SERVICES INC. | LAS OLAS CAPITAL ADVISORS, LLC | Aug 11, 2015 | Aug 14, 2015 | 3 | Firm change | Wirehouse to new firm |