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Reading the graph
Advisor at TRUEWATER WEALTH
PONTE VEDRA BEACH, 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 |
|---|---|---|---|---|---|---|
| TRUEWATER WEALTH | State registered | Jan 16, 2026 | n/a | yes | PONTE VEDRA BEACH, FL | Current employment |
| FORTRESS WEALTH PLANNING | Independent wealth | Oct 18, 2023 | Dec 19, 2025 | no | JACKSONVILLE BEACH, FL | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Mar 8, 2022 | Oct 9, 2023 | no | JACKSONVILLE, FL|PONTE VEDRA BEACH, FL|Saint Augustine, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORTRESS WEALTH PLANNING | TRUEWATER WEALTH | Dec 19, 2025 | Jan 16, 2026 | 28 | Firm change | RIA to state RIA |
| RAYMOND JAMES & ASSOCIATES, INC. | FORTRESS WEALTH PLANNING | Oct 9, 2023 | Oct 18, 2023 | 9 | Firm change | Ibd to RIA |