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Advisor at DESTINY WEALTH PARTNERS, LLC
TAVARES, 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 |
|---|---|---|---|---|---|---|
| DESTINY WEALTH PARTNERS, LLC | Independent wealth | Oct 29, 2025 | n/a | yes | TAVARES, FL | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 17, 2024 | Aug 15, 2025 | no | ROCKVILLE, MD | Previous registration |
| MILESTONE ASSET MANAGEMENT, LLC | Independent wealth | Oct 17, 2023 | Nov 28, 2023 | no | Germantown, MD|PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | DESTINY WEALTH PARTNERS, LLC | Aug 15, 2025 | Oct 29, 2025 | 75 | Firm change | Ibd to RIA |
| MILESTONE ASSET MANAGEMENT, LLC | LPL FINANCIAL LLC | Nov 28, 2023 | Apr 17, 2024 | 141 | Firm change | RIA to ibd |