DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at INSPIRE ADVISORS, LLC
Largo, FL | MERIDIAN, ID
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 |
|---|---|---|---|---|---|---|
| INSPIRE ADVISORS, LLC | Independent wealth | Aug 29, 2019 | n/a | yes | MERIDIAN, ID|Largo, FL | Current employment |
| BELLEAIR WEALTH MANAGEMENT, LLC | Independent wealth | Apr 24, 2015 | Aug 27, 2019 | no | BELLEAIR BLUFFS, FL | Previous registration |
| CROSSPLAN MONEY MANAGEMENT | Former SEC adviser | Apr 2, 2014 | Jun 9, 2015 | no | SEMINOLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BELLEAIR WEALTH MANAGEMENT, LLC | INSPIRE ADVISORS, LLC | Aug 27, 2019 | Aug 29, 2019 | 2 | Firm change | RIA to new firm |
| CROSSPLAN MONEY MANAGEMENT | BELLEAIR WEALTH MANAGEMENT, LLC | Jun 9, 2015 | Apr 24, 2015 | -46 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 129489:131666:FL:2015-06-09 | Jun 9, 2015 | Apr 24, 2015 | SEMINOLE, FL | Firm change after gap |