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Advisor at PROATHLETE WEALTH MANAGEMENT LLC
Boca Raton, 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 |
|---|---|---|---|---|---|---|
| PROATHLETE WEALTH MANAGEMENT LLC | Independent wealth | Mar 23, 2022 | n/a | yes | Boca Raton, FL | Current employment |
| B. RILEY WEALTH ADVISORS, INC. | Bd affiliated wealth | May 2, 2014 | Mar 28, 2022 | no | BOCA RATON, FL | Previous registration |
| ASSET & FINANCIAL PLANNING, LTD | Former SEC adviser | Jul 18, 2005 | May 6, 2014 | no | BOCA RATON, FL|BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| B. RILEY WEALTH ADVISORS, INC. | PROATHLETE WEALTH MANAGEMENT LLC | Mar 28, 2022 | Mar 23, 2022 | -5 | Firm change | Ibd to new firm |
| ASSET & FINANCIAL PLANNING, LTD | B. RILEY WEALTH ADVISORS, INC. | May 6, 2014 | May 2, 2014 | -4 | Bulk transfer | Other |