DFX Intelligence
Reading the graph
Reading the graph
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Advisor at W•••• I••••••••• A•••••••• L••
LINCROFT, NJ | Clearwater, 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 |
|---|---|---|---|---|---|---|
| W•••• I••••••••• A•••••••• L•• | Other adviser | Feb 28, 2019 | n/a | yes | LINCROFT, NJ|Clearwater, FL | Current employment |
| I••••••••• F•••••••• P••••••• | Bd affiliated wealth | Apr 6, 2017 | Feb 19, 2019 | no | Tampa, FL |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| I••••••••• F•••••••• P••••••• | W•••• I••••••••• A•••••••• L•• | Feb 19, 2019 | Feb 28, 2019 | 9 | Firm change | Ibd to ibd |
| J• W• C••• A•••••••• I••• | I••••••••• F•••••••• P••••••• | Mar 24, 2017 | Apr 6, 2017 |
| J• W• C••• A•••••••• I••• | Bd affiliated wealth | Jan 28, 2016 | Mar 24, 2017 | no | Tampa, FL|TAMPA, FL | Previous registration |
| M••••• T•••• A•••• M••••• I••• | I•••••••••_WEALTH | Apr 19, 2012 | Mar 4, 2016 | no | TAMPA, FL | Previous registration |
| 13 |
| Firm change |
| Other |
| M••••• T•••• A•••• M••••• I••• | J• W• C••• A•••••••• I••• | Mar 4, 2016 | Jan 28, 2016 | -36 | Firm change after gap | Other |