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Advisor at MUTUAL ADVISORS, LLC
St. Petersburg, FL | OMAHA, NE
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 |
|---|---|---|---|---|---|---|
| MUTUAL ADVISORS, LLC | Bd affiliated wealth | Jan 8, 2018 | n/a | yes | St. Petersburg, FL|OMAHA, NE | Current employment |
| PLATINUM WEALTH PARTNERS | Former SEC adviser | Mar 14, 2012 | Jan 10, 2018 | no | TAMPA, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 11, 2005 | Feb 24, 2012 | no | SAINT PETERSBURG, FL|ST PETERSBURG, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PLATINUM WEALTH PARTNERS | MUTUAL ADVISORS, LLC | Jan 10, 2018 | Jan 8, 2018 | -2 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | PLATINUM WEALTH PARTNERS | Feb 24, 2012 | Mar 14, 2012 | 19 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145507:167658:FL:2018-01-10 | Jan 10, 2018 | Jan 8, 2018 | TAMPA, FL | Firm change |