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Advisor at CONTINUUM ADVISORY, LLC
Tampa, FL | EAGLE, ID
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 |
|---|---|---|---|---|---|---|
| CONTINUUM ADVISORY, LLC | Independent wealth | Jan 11, 2023 | n/a | yes | Tampa, FL|EAGLE, ID | Current employment |
| KALOS MANAGEMENT | Former SEC adviser | Oct 19, 2020 | Nov 22, 2022 | no | PONTE VEDRA BEACH, FL|Tampa, FL | Previous registration |
| BROOKSTONE FINANCIAL | State registered | Dec 19, 2016 | Oct 19, 2020 | no | Tampa, FL|Tampa, FL|Tampa, FL|Tampa, FL|JEFFERSONVILLE, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KALOS MANAGEMENT | CONTINUUM ADVISORY, LLC | Nov 22, 2022 | Jan 11, 2023 | 50 | Firm change | Ibd to RIA |
| BROOKSTONE FINANCIAL | KALOS MANAGEMENT | Oct 19, 2020 | Oct 19, 2020 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 133025:283155:FL:2022-11-22 | Nov 22, 2022 | Jan 11, 2023 | TAMPA, FL | Firm change |