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Advisor at 4 VERTICAL
Riverview, 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 |
|---|---|---|---|---|---|---|
| 4 VERTICAL | State registered | May 5, 2023 | n/a | yes | Riverview, FL | Current employment |
| ILIAD WEALTH SOLUTIONS | Former SEC adviser | Jun 12, 2022 | Jan 3, 2023 | no | SCOTTSDALE, AZ | Previous registration |
| THE WEALTH CONSULTING GROUP | Independent wealth | Dec 21, 2016 | Feb 13, 2019 | no | Riverview, FL|New Castle, PA|LAS VEGAS, NV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ILIAD WEALTH SOLUTIONS | 4 VERTICAL | Jan 3, 2023 | May 5, 2023 | 122 | Firm change | Other |
| THE WEALTH CONSULTING GROUP | ILIAD WEALTH SOLUTIONS | Feb 13, 2019 | Jun 12, 2022 | 1,215 | Firm change after gap | Other |