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Advisor at WEALTH 73, LLC
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 |
|---|---|---|---|---|---|---|
| WEALTH 73, LLC | State registered | Nov 19, 2021 | n/a | yes | JACKSONVILLE, FL | Current employment |
| PETROS ADVISORY SERVICES, LLC | n/a | Sep 5, 2017 | Aug 24, 2021 | no | JACKSONVILLE, FL|Palm Coast, FL | Previous registration |
| PAYNE CAPITAL MANAGEMENT, LLC | Independent wealth | Apr 26, 2016 | Oct 30, 2018 | no | JACKSONVILLE, FL|NEW YORK, NY | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jun 14, 2000 | Jul 3, 2013 | no | JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PETROS ADVISORY SERVICES, LLC | WEALTH 73, LLC | Aug 24, 2021 | Nov 19, 2021 | 87 | Firm change | Other |
| PAYNE CAPITAL MANAGEMENT, LLC | PETROS ADVISORY SERVICES, LLC | Oct 30, 2018 | Sep 5, 2017 | -420 | Firm change after gap | Other |
| VALIC FINANCIAL ADVISORS, INC. | PAYNE CAPITAL MANAGEMENT, LLC | Jul 3, 2013 | Apr 26, 2016 | 1,028 | Firm change after gap | Other |