DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at 55 NORTH PRIVATE WEALTH
WINTER PARK, 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 |
|---|---|---|---|---|---|---|
| 55 NORTH PRIVATE WEALTH | Independent wealth | Dec 18, 2024 | n/a | yes | WINTER PARK, FL | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Jan 3, 2025 | Jan 21, 2025 | no | Winter Park, FL|TAMPA, FL | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 3, 2010 | Feb 10, 2012 | no | WINTER PARK, FL | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Jun 5, 2008 | Dec 31, 2024 | no | ORLANDO, FL|WINTER PARK, FL | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Sep 8, 2004 | Jun 3, 2008 | no | OCALA, FL|ORLANDO, FL|ORLANDO, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | n/a | Jan 21, 2025 | n/a | n/a | Departure no registered destination | Departure |
| INDEPENDENT FINANCIAL PARTNERS | LPL FINANCIAL LLC | Dec 31, 2024 | Jun 3, 2010 | -5,325 | Firm change after gap | Other |
| LPL FINANCIAL LLC | 55 NORTH PRIVATE WEALTH | Feb 10, 2012 | Dec 18, 2024 | 4,695 | Firm change after gap | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | INDEPENDENT FINANCIAL PARTNERS | Jun 3, 2008 | Jun 5, 2008 | 2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125112:6413:FL:2024-12-31 | Dec 31, 2024 | Jun 3, 2010 | WINTER PARK, FL | Firm change after gap |