DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT
JACKSONVILLE, 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 |
|---|---|---|---|---|---|---|
| ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT | Independent wealth | Dec 18, 2025 | n/a | yes | JACKSONVILLE, FL | Current employment |
| BDO WEALTH ADVISORS, LLC | Former SEC adviser | Apr 5, 2017 | Sep 25, 2023 | no | JACKSONVILLE, FL | Previous registration |
| LBA WEALTH MANAGEMENT, LLC | Former SEC adviser | Nov 9, 2016 | May 19, 2017 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BDO WEALTH ADVISORS, LLC | ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT | Sep 25, 2023 | Dec 18, 2025 | 815 | Firm change after gap | RIA to RIA |
| LBA WEALTH MANAGEMENT, LLC | BDO WEALTH ADVISORS, LLC | May 19, 2017 | Apr 5, 2017 | -44 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 222525:327354:FL:2023-09-25 | Sep 25, 2023 | Dec 18, 2025 | JACKSONVILLE, FL | Firm change after gap |
| 113309:222525:FL:2017-05-19 | May 19, 2017 | Apr 5, 2017 | JACKSONVILLE, FL | Firm change after gap |