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Advisor at FORTRESS WEALTH PLANNING
JACKSONVILLE BEACH, 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 |
|---|---|---|---|---|---|---|
| FORTRESS WEALTH PLANNING | Independent wealth | Aug 19, 2021 | n/a | yes | JACKSONVILLE BEACH, FL | Current employment |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Jun 2, 2017 | Jun 30, 2021 | no | Ponte Vedra Beach, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | FORTRESS WEALTH PLANNING | Jun 30, 2021 | Aug 19, 2021 | 50 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145323:307618:FL:2021-06-30 | Jun 30, 2021 | Aug 19, 2021 | PONTE VEDRA BEACH, FL | Firm change |