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Reading the graph
Advisor at GREENLINE WEALTH MANAGEMENT
BOCA RATON, 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 |
|---|---|---|---|---|---|---|
| GREENLINE WEALTH MANAGEMENT | Independent wealth | Jul 2, 2024 | n/a | yes | BOCA RATON, FL | Current employment |
| CAPITAL CLIENT GROUP, INC. | No RAUM reported | Jun 21, 2013 | Jun 5, 2017 | no | CARMEL, IN|LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL CLIENT GROUP, INC. | GREENLINE WEALTH MANAGEMENT | Jun 5, 2017 | Jul 2, 2024 | 2,584 | Firm change after gap | Other |