DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at VIRTUS FINANCIAL PARTNERS
Winter Park, 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 |
|---|---|---|---|---|---|---|
| VIRTUS FINANCIAL PARTNERS | Independent wealth | Dec 5, 2022 | n/a | yes | Winter Park, FL | Current employment |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Aug 16, 2010 | Dec 8, 2022 | no | MAITLAND, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | VIRTUS FINANCIAL PARTNERS | Dec 8, 2022 | Dec 5, 2022 | -3 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 1137:323365:FL:2022-12-08 | Dec 8, 2022 | Dec 5, 2022 | MAITLAND, FL | Firm change |