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Advisor at VESTWYZE, LLC
Atlanta, GA | ORLANDO, 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 |
|---|---|---|---|---|---|---|
| VESTWYZE, LLC | State registered | Jun 25, 2021 | n/a | yes | ORLANDO, FL|Atlanta, GA | Current employment |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Sep 22, 2011 | Dec 31, 2016 | no | DAYTONA BEACH, FL|TAMPA, FL|DAYTONA BEACH, FL|HEATHROW, FL | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Feb 9, 2009 | Apr 8, 2010 | no | LONGWOOD, FL|SARASOTA, FL|ORLANDO, FL|ORLANDO, FL|ORLANDO, FL|ORLANDO, FL|ORLANDO, FL|OVIEDO, FL|ORLANDO, FL|CASSELBERRY, FL|ORLANDO, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 9, 2007 | Jul 23, 2008 | no | ORLANDO, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VOYA FINANCIAL ADVISORS, INC. | VESTWYZE, LLC | Dec 31, 2016 | Jun 25, 2021 | 1,637 | Firm change after gap | Other |
| FIFTH THIRD SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | Apr 8, 2010 | Sep 22, 2011 | 532 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FIFTH THIRD SECURITIES, INC. | Jul 23, 2008 | Feb 9, 2009 | 201 | Firm change | Other |