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Advisor at PFG PRIVATE WEALTH MANAGEMENT, LLC
LUTZ, 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 |
|---|---|---|---|---|---|---|
| PFG PRIVATE WEALTH MANAGEMENT, LLC | Independent wealth | May 4, 2016 | n/a | yes | LUTZ, FL | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Mar 25, 2010 | Apr 6, 2016 | no | LUTZ, FL | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jan 23, 2009 | Dec 9, 2009 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | PFG PRIVATE WEALTH MANAGEMENT, LLC | Apr 6, 2016 | May 4, 2016 | 28 | Firm change | Other |
| MML INVESTORS SERVICES, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Dec 9, 2009 | Mar 25, 2010 | 106 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:282301:FL:2016-04-06 | Apr 6, 2016 | May 4, 2016 | LUTZ, FL | Firm change |