DFX Intelligence
Reading the graph
Reading the graph
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Advisor at P•••••••• M•••••• L••
BONITA SPRINGS, FL | WINTER PARK, 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 |
|---|---|---|---|---|---|---|
| P•••••••• M•••••• L•• | Independent wealth | Jun 12, 2015 | n/a | yes | WINTER PARK, FL|BONITA SPRINGS, FL | Current employment |
| B••••••••• C•••••• M••••••••• L•• | Independent wealth | Oct 16, 2013 | Jul 23, 2015 | no | GENEVA, FL|WHEATON, IL|WINTER PARK, FL |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| B••••••••• C•••••• M••••••••• L•• | P•••••••• M•••••• L•• | Jul 23, 2015 | Jun 12, 2015 | -41 | Firm change after gap | Other |
| B•• M••••• S••••••••• C••••••••• | B••••••••• C•••••• M••••••••• L•• | Apr 2, 2003 | Oct 16, 2013 |
| B•• M••••• S••••••••• C••••••••• | Other adviser | Jul 30, 2002 | Apr 2, 2003 | no | ALTAMONTE SPRINGS, FL | Previous registration |
| 3,850 |
| Firm change after gap |
| Other |