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Advisor at STRIVE RETIREMENT GROUP
DAYTONA BEACH, 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 |
|---|---|---|---|---|---|---|
| STRIVE RETIREMENT GROUP | Former SEC adviser | Jan 17, 2025 | n/a | yes | DAYTONA BEACH, FL | Current employment |
| EXCEL WEALTH MANAGEMENT, LLC | Other adviser | Jun 23, 2022 | Mar 24, 2025 | no | MANCHESTER, CT|LAKE MARY, FL|Longwood, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 7, 2004 | Jul 7, 2009 | no | LAKE MARY, FL|HEATHROW, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EXCEL WEALTH MANAGEMENT, LLC | STRIVE RETIREMENT GROUP | Mar 24, 2025 | Jan 17, 2025 | -66 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EXCEL WEALTH MANAGEMENT, LLC | Jul 7, 2009 | Jun 23, 2022 | 4,734 | Firm change after gap | Other |