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Advisor at FIRSTLINE FINANCIAL LLC
GILBERT, AZ
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 |
|---|---|---|---|---|---|---|
| FIRSTLINE FINANCIAL LLC | State registered | Jun 9, 2020 | n/a | yes | GILBERT, AZ | Current employment |
| KALOS MANAGEMENT | Former SEC adviser | Aug 21, 2015 | May 29, 2020 | no | SCOTTSDALE, AZ|PONTE VEDRA BEACH, FL | Previous registration |
| BRIDGELIGHT CAPITAL LLC | Independent wealth | Aug 21, 2014 | Aug 5, 2015 | no | SCOTTSDALE, AZ | Previous registration |
| KALOS MANAGEMENT | Former SEC adviser | Feb 25, 2014 | May 8, 2014 | no | PONTE VEDRA BEACH, FL | Previous registration |
| MADISON AVENUE SECURITIES, LLC | Bd affiliated wealth | Apr 2, 2013 | Feb 5, 2014 | no | SAN DIEGO, CA|TEMPE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KALOS MANAGEMENT | FIRSTLINE FINANCIAL LLC | May 29, 2020 | Jun 9, 2020 | 11 | Firm change | Ibd to state RIA |
| BRIDGELIGHT CAPITAL LLC | KALOS MANAGEMENT | Aug 5, 2015 | Aug 21, 2015 | 16 | Firm change | Other |
| KALOS MANAGEMENT | BRIDGELIGHT CAPITAL LLC | May 8, 2014 | Aug 21, 2014 | 105 | Firm change | Other |
| MADISON AVENUE SECURITIES, LLC | KALOS MANAGEMENT | Feb 5, 2014 | Feb 25, 2014 | 20 | Firm change | Other |