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Advisor at JACKSONVILLE WEALTH MANAGEMENT
JACKSONVILLE, 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 |
|---|---|---|---|---|---|---|
| JACKSONVILLE WEALTH MANAGEMENT | Independent wealth | Mar 29, 2021 | n/a | yes | JACKSONVILLE, FL | Current employment |
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Aug 4, 2015 | Apr 12, 2021 | no | JACKSONVILLE, FL|MORRISTOWN, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | JACKSONVILLE WEALTH MANAGEMENT | Apr 12, 2021 | Mar 29, 2021 | -14 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 155216:309312:NJ:2021-04-12 | Apr 12, 2021 | Mar 29, 2021 | MORRISTOWN, NJ | Firm change |