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Advisor at MOISAND FITZGERALD TAMAYO, LLC
ORLANDO, 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 |
|---|---|---|---|---|---|---|
| MOISAND FITZGERALD TAMAYO, LLC | Independent wealth | Jun 19, 2023 | n/a | yes | ORLANDO, FL | Current employment |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Jul 15, 2015 | Mar 10, 2020 | no | ORLANDO, FL | Previous registration |
| CONCOURSE FINANCIAL GROUP ADVISORS | Former SEC adviser | May 26, 2015 | Jun 26, 2015 | no | ORLANDO, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | MOISAND FITZGERALD TAMAYO, LLC | Mar 10, 2020 | Jun 19, 2023 | 1,196 | Firm change after gap | Ibd to RIA |
| CONCOURSE FINANCIAL GROUP ADVISORS | ADVICE AND PLANNING SERVICES | Jun 26, 2015 | Jul 15, 2015 | 19 | Firm change | Other |