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Advisor at CORE PLANNING
OFALLON, MO | Tampa, 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 |
|---|---|---|---|---|---|---|
| CORE PLANNING | Independent wealth | Aug 2, 2024 | n/a | yes | Tampa, FL|OFALLON, MO | Current employment |
| PROVENANCE WEALTH ADVISORS | Independent wealth | Oct 17, 2023 | May 29, 2024 | no | Tampa, FL|FORT LAUDERDALE, FL | Previous registration |
| COLUMBIA ADVISORY PARTNERS, LLC | Independent wealth | Dec 15, 2021 | Jun 30, 2022 | no | LUTZ, FL | Previous registration |
| SIGNATOR FINANCIAL SERVICES, INC. | Former SEC adviser | Aug 10, 2009 | Oct 21, 2009 | no | TALLAHASSEE, FL | Previous registration |
| PULLARO FINANCIAL SERVICES, INC. | n/a | Jan 12, 2006 | Jul 27, 2022 | no | LUTZ, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROVENANCE WEALTH ADVISORS | CORE PLANNING | May 29, 2024 | Aug 2, 2024 | 65 | Firm change | RIA to RIA |
| PULLARO FINANCIAL SERVICES, INC. | SIGNATOR FINANCIAL SERVICES, INC. | Jul 27, 2022 | Aug 10, 2009 | -4,734 | Firm change after gap | Other |
| COLUMBIA ADVISORY PARTNERS, LLC | PROVENANCE WEALTH ADVISORS | Jun 30, 2022 | Oct 17, 2023 | 474 | Firm change after gap | RIA to RIA |
| SIGNATOR FINANCIAL SERVICES, INC. | COLUMBIA ADVISORY PARTNERS, LLC | Oct 21, 2009 | Dec 15, 2021 | 4,438 | Firm change after gap | Other |