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Advisor at ADVANTAGE WEALTH PARTNERS
FORT MYERS, 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 |
|---|---|---|---|---|---|---|
| ADVANTAGE WEALTH PARTNERS | Independent wealth | Feb 8, 2024 | n/a | yes | FORT MYERS, FL | Current employment |
| ADVANTAGE RETIREMENT GROUP | Former SEC adviser | Nov 5, 2010 | Mar 28, 2024 | no | STUART, FL|NAPLES, FL|FORT MYERS, FL|STUART, FL|FORT MYERS, FL|BOCA RATON, FL|Naples, FL|Eldersburg, MD|Fort Myers, FL|Palm Beach Gardens, FL|NAPLES, FL | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Apr 14, 2010 | Mar 3, 2011 | no | ELDERSBURG, MD|SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVANTAGE RETIREMENT GROUP | ADVANTAGE WEALTH PARTNERS | Mar 28, 2024 | Feb 8, 2024 | -49 | Firm change after gap | RIA to new firm |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | ADVANTAGE RETIREMENT GROUP | Mar 3, 2011 | Nov 5, 2010 | -118 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 144417:329635:FL:2024-03-28 | Mar 28, 2024 | Feb 8, 2024 | NAPLES, FL | Firm change after gap |