DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at DARWIN WEALTH MANAGEMENT
TAMPA, FL | Sarasota, 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 |
|---|---|---|---|---|---|---|
| DARWIN WEALTH MANAGEMENT | Independent wealth | Sep 14, 2022 | n/a | yes | Sarasota, FL|TAMPA, FL | Current employment |
| DARWIN ASSET MANAGEMENT, LLC | Former SEC adviser | Nov 6, 2022 | Jun 27, 2024 | no | TAMPA, FL | Previous registration |
| DARWIN ASSET MANAGEMENT, LLC | Former SEC adviser | Nov 6, 2022 | Dec 31, 2023 | no | TAMPA, FL|Sarasota, FL | Previous registration |
| EASTERLY FUNDS LLC | Former SEC adviser | Dec 7, 2017 | Oct 1, 2020 | no | Sarasota, FL|NEW YORK, NY|Sarasota, FL | Previous registration |
| AVIANCE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Nov 6, 2012 | Jun 29, 2017 | no | SARASOTA, FL|SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DARWIN ASSET MANAGEMENT, LLC | n/a | Jun 27, 2024 | n/a | n/a | Departure no registered destination | Departure |
| EASTERLY FUNDS LLC | DARWIN WEALTH MANAGEMENT | Oct 1, 2020 | Sep 14, 2022 | 713 | Firm change after gap | Other |
| AVIANCE CAPITAL MANAGEMENT, LLC | EASTERLY FUNDS LLC | Jun 29, 2017 | Dec 7, 2017 | 161 | Firm change | Other |