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Advisor at BLUE LINE CAPITAL ADVISORS
PALM BEACH GARDENS, 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 |
|---|---|---|---|---|---|---|
| BLUE LINE CAPITAL ADVISORS | State registered | Apr 14, 2022 | n/a | yes | PALM BEACH GARDENS, FL | Current employment |
| NOTTINGHAM WEALTH PARTNERS, INC. | Independent wealth | Feb 26, 2020 | Apr 27, 2022 | no | Palm Beach Gardens, FL|SYRACUSE, NY|Palm Beach Gardens, FL|Palm Beach Gardens, FL | Previous registration |
| GLOBAL TRUST | Independent wealth | Sep 15, 2016 | Nov 1, 2019 | no | WEST PALM BEACH, FL | Previous registration |
| CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC | Former SEC adviser | Aug 12, 2009 | Aug 10, 2016 | no | WEST PALM BEACH, FL|MIAMI, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 3, 2005 | Aug 12, 2009 | no | PALM BEACH GARDENS, FL|PALM BEACH GARDENS, FL | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jul 11, 1996 | Oct 18, 2005 | no | NORTH PALM BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NOTTINGHAM WEALTH PARTNERS, INC. | BLUE LINE CAPITAL ADVISORS | Apr 27, 2022 | Apr 14, 2022 | -13 | Firm change | RIA to state RIA |
| GLOBAL TRUST | NOTTINGHAM WEALTH PARTNERS, INC. | Nov 1, 2019 | Feb 26, 2020 | 117 | Firm change | RIA to new firm |
| CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC | GLOBAL TRUST | Aug 10, 2016 | Sep 15, 2016 | 36 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC | Aug 12, 2009 | Aug 12, 2009 | 0 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 18, 2005 | Oct 3, 2005 | -15 | Firm change | Other |