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Reading the graph
Advisor at DORMAN FINANCIAL MANAGEMENT, P.A.
MAITLAND, 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 |
|---|---|---|---|---|---|---|
| DORMAN FINANCIAL MANAGEMENT, P.A. | Independent wealth | Sep 25, 2020 | n/a | yes | MAITLAND, FL | Current employment |
| OAK SQUARE ADVISORS | n/a | Mar 13, 2019 | Oct 12, 2020 | no | WINTER PARK, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OAK SQUARE ADVISORS | DORMAN FINANCIAL MANAGEMENT, P.A. | Oct 12, 2020 | Sep 25, 2020 | -17 | Firm change | Other |