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Advisor at BELVEDERE WEALTH ADVISORS LLC
MIAMI, 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 |
|---|---|---|---|---|---|---|
| BELVEDERE WEALTH ADVISORS LLC | Former SEC adviser | Feb 12, 2019 | n/a | yes | MIAMI, FL | Current employment |
| BELVEDERE WEALTH ADVISORS LLC | Former SEC adviser | Feb 12, 2019 | Dec 31, 2025 | no | MIAMI, FL | Previous registration |
| BELVEDERE WEALTH ADVISORS LLC | Former SEC adviser | Feb 12, 2019 | Dec 31, 2019 | no | MIAMI, FL | Previous registration |
| BELVEDERE CAPITAL ADVISOR CORP. | n/a | Oct 16, 2015 | Apr 12, 2019 | no | MIAMI, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Dec 17, 2010 | Jul 21, 2014 | no | Miami, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 14, 2004 | Dec 15, 2010 | no | NEW YORK, NY|NEW YORK, NY|NEW YORK, NY|NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BELVEDERE CAPITAL ADVISOR CORP. | BELVEDERE WEALTH ADVISORS LLC | Apr 12, 2019 | Feb 12, 2019 | -59 | Firm change after gap | Other |
| MORGAN STANLEY | BELVEDERE CAPITAL ADVISOR CORP. | Jul 21, 2014 | Oct 16, 2015 | 452 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Dec 15, 2010 | Dec 17, 2010 | 2 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 185512:298719:FL:2019-04-12 | Apr 12, 2019 | Feb 12, 2019 | MIAMI, FL | Firm change after gap |