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Advisor at BULLTICK WEALTH MANAGEMENT, LLC
MIAMI, 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 |
|---|---|---|---|---|---|---|
| BULLTICK WEALTH MANAGEMENT, LLC | Independent wealth | Jun 14, 2025 | n/a | yes | MIAMI, FL | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 29, 2012 | May 6, 2025 | no | Miami, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 15, 2004 | Jan 30, 2012 | no | MIAMI, FL|MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | BULLTICK WEALTH MANAGEMENT, LLC | May 6, 2025 | Jun 14, 2025 | 39 | Firm change | Wirehouse to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Jan 30, 2012 | Jun 29, 2012 | 151 | Firm change | Wirehouse to wirehouse |