DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at AE WEALTH MANAGEMENT, LLC
Lake Mary, 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 |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Sep 30, 2016 | n/a | yes | Lake Mary, FL | Current employment |
| PAYNE CAPITAL MANAGEMENT, LLC | Independent wealth | May 21, 2015 | Jun 1, 2016 | no | WINTER PARK, FL|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PAYNE CAPITAL MANAGEMENT, LLC | AE WEALTH MANAGEMENT, LLC | Jun 1, 2016 | Sep 30, 2016 | 121 | Firm change | Other |