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Advisor at AVENTURA PRIVATE WEALTH, LLC
AVENTURA, 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 |
|---|---|---|---|---|---|---|
| AVENTURA PRIVATE WEALTH, LLC | Independent wealth | Feb 5, 2025 | n/a | yes | AVENTURA, FL | Current employment |
| INSIGNEO ADVISORY SERVICES, LLC | Mixed wealth | Oct 23, 2023 | Sep 4, 2024 | no | MIAMI, FL|Aventura, FL|MIAMI, FL | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | May 1, 2014 | Oct 14, 2023 | no | AVENTURA, FL|NORTH MIAMI BEACH, FL|NORTH MIAMI, FL|MIAMI BEACH, FL|MIAMI BEACH, FL|MIAMI BEACH, FL|MIAMI BEACH, FL|AVENTURA, FL|MIAMI BEACH, FL|AVENTURA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INSIGNEO ADVISORY SERVICES, LLC | AVENTURA PRIVATE WEALTH, LLC | Sep 4, 2024 | Feb 5, 2025 | 154 | Firm change | Ibd to RIA |
| J.P. MORGAN SECURITIES LLC | INSIGNEO ADVISORY SERVICES, LLC | Oct 14, 2023 | Oct 23, 2023 | 9 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282589:332630:FL:2024-09-04 | Sep 4, 2024 | Feb 5, 2025 | MIAMI, FL | Firm change |
| 79:282589:FL:2023-10-14 | Oct 14, 2023 | Oct 23, 2023 | AVENTURA, FL | Firm change |