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Advisor at ASPIRE CAPITAL ADVISORS LLC
TACOMA, WA | SEATTLE, WA
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 |
|---|---|---|---|---|---|---|
| ASPIRE CAPITAL ADVISORS LLC | Independent wealth | Nov 26, 2024 | n/a | yes | TACOMA, WA|SEATTLE, WA | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jul 22, 2020 | Dec 31, 2023 | no | ORLANDO, FL|Winter Garden, FL | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Apr 29, 2016 | Nov 20, 2017 | no | Orlando, FL|SARASOTA, FL | Previous registration |
| MOWERY CAPITAL MANAGEMENT, LLC | Former SEC adviser | Mar 20, 2014 | Feb 27, 2015 | no | DALLAS, TX | Previous registration |
| CFG ADVISORS LLC | n/a | Jul 25, 2012 | Mar 22, 2013 | no | FRISCO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | ASPIRE CAPITAL ADVISORS LLC | Dec 31, 2023 | Nov 26, 2024 | 331 | Firm change | Ibd to RIA |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | AE WEALTH MANAGEMENT, LLC | Nov 20, 2017 | Jul 22, 2020 | 975 | Firm change after gap | Other |
| MOWERY CAPITAL MANAGEMENT, LLC | GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Feb 27, 2015 | Apr 29, 2016 | 427 | Firm change after gap | Other |
| CFG ADVISORS LLC | MOWERY CAPITAL MANAGEMENT, LLC | Mar 22, 2013 | Mar 20, 2014 | 363 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 132070:282580:FL:2017-11-06 | Nov 20, 2017 | Jul 22, 2020 | SARASOTA, FL | Firm change after gap |