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Advisor at FIFTH AVENUE FAMILY OFFICE
NAPLES, 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 |
|---|---|---|---|---|---|---|
| FIFTH AVENUE FAMILY OFFICE | Independent wealth | Jun 29, 2021 | n/a | yes | NAPLES, FL | Current employment |
| CAPITAL WEALTH ADVISORS | Former SEC adviser | Nov 28, 2006 | Dec 31, 2010 | no | NAPLES, FL | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Oct 20, 2005 | Sep 11, 2006 | no | NAPLES, FL|NAPLES, FL | Previous registration |
| KEYBANC CAPITAL MARKETS INC. | n/a | Jan 16, 2004 | Jul 7, 2005 | no | NAPLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL WEALTH ADVISORS | FIFTH AVENUE FAMILY OFFICE | Dec 31, 2010 | Jun 29, 2021 | 3,833 | Firm change after gap | Other |
| NFP ADVISOR SERVICES, LLC | CAPITAL WEALTH ADVISORS | Sep 11, 2006 | Nov 28, 2006 | 78 | Firm change | Other |
| KEYBANC CAPITAL MARKETS INC. | NFP ADVISOR SERVICES, LLC | Jul 7, 2005 | Oct 20, 2005 | 105 | Firm change | Other |