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Advisor at A&M PRIVATE WEALTH PARTNERS, LLC
WEST PALM BEACH, 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 |
|---|---|---|---|---|---|---|
| A&M PRIVATE WEALTH PARTNERS, LLC | Independent wealth | Jan 24, 2025 | n/a | yes | WEST PALM BEACH, FL | Current employment |
| GFO ADVISORY SERVICES, LLC | Asset manager | May 29, 2015 | Oct 7, 2015 | no | GREENWICH, CT | Previous registration |
| GFO ADVISORY SERVICES, LLC | Asset manager | Oct 20, 2008 | Jan 15, 2013 | no | GREENWICH, CT | Previous registration |
| WE FAMILY OFFICES | Independent wealth | Aug 21, 2008 | Apr 29, 2014 | no | MIAMI, FL|CORAL GABLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GFO ADVISORY SERVICES, LLC | A&M PRIVATE WEALTH PARTNERS, LLC | Oct 7, 2015 | Jan 24, 2025 | 3,397 | Firm change after gap | Other |
| WE FAMILY OFFICES | GFO ADVISORY SERVICES, LLC | Apr 29, 2014 | Oct 20, 2008 | -2,017 | Firm change after gap | Other |