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Advisor at DEEP BLUE INVESTMENT ADVISORS
TAMPA, 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 |
|---|---|---|---|---|---|---|
| DEEP BLUE INVESTMENT ADVISORS | Other adviser | Jun 7, 2022 | n/a | yes | TAMPA, FL | Current employment |
| FIRST ADVISORS NATIONAL, LLC | Independent wealth | Dec 4, 2018 | May 25, 2022 | no | Land O Lakes, FL | Previous registration |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Bd affiliated wealth | Apr 30, 2015 | Dec 20, 2016 | no | ORLANDO, FL | Previous registration |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Bd affiliated wealth | Apr 30, 2015 | Dec 31, 2015 | no | TAMPA, FL|ORLANDO, FL | Previous registration |
| DARWIN WEALTH MANAGEMENT | Independent wealth | Jun 24, 2013 | Aug 16, 2013 | no | TAMPA, FL | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Jul 7, 2011 | May 29, 2013 | no | TAMPA, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 29, 2010 | Jun 7, 2011 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST ADVISORS NATIONAL, LLC | DEEP BLUE INVESTMENT ADVISORS | May 25, 2022 | Jun 7, 2022 | 13 | Firm change | Other |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | FIRST ADVISORS NATIONAL, LLC | Dec 20, 2016 | Dec 4, 2018 | 714 | Firm change after gap | Other |
| DARWIN WEALTH MANAGEMENT | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Aug 16, 2013 | Apr 30, 2015 | 622 | Firm change after gap | Other |
| USAA FINANCIAL PLANNING SERVICES | DARWIN WEALTH MANAGEMENT | May 29, 2013 | Jun 24, 2013 | 26 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | USAA FINANCIAL PLANNING SERVICES | Jun 7, 2011 | Jul 7, 2011 | 30 | Firm change | Wirehouse to new firm |