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Advisor at ROUTE 20 PRIVATE WEALTH INC.
FORT LAUDERDALE, 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 |
|---|---|---|---|---|---|---|
| ROUTE 20 PRIVATE WEALTH INC. | Independent wealth | Dec 12, 2024 | n/a | yes | FORT LAUDERDALE, FL | Current employment |
| ROUTE 20 PRIVATE WEALTH INC. | Independent wealth | Dec 12, 2024 | Dec 31, 2025 | no | FORT LAUDERDALE, FL | Previous registration |
| AXXCESS WEALTH MANAGEMENT, LLC | Independent wealth | May 6, 2024 | Dec 2, 2024 | no | Fort Lauderdale, FL|CARLSBAD, CA | Previous registration |
| WEITZ FINANCIAL GROUP LLC | n/a | Sep 12, 2023 | Aug 30, 2024 | no | FT LAUDERDALE, FL | Previous registration |
| FORTITUDE ADVISORY GROUP L.L.C. | Independent wealth | Jul 28, 2022 | May 2, 2024 | no | Ft Laurderdale, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | ROUTE 20 PRIVATE WEALTH INC. | Dec 2, 2024 | Dec 12, 2024 | 10 | Firm change | Other |
| WEITZ FINANCIAL GROUP LLC | AXXCESS WEALTH MANAGEMENT, LLC | Aug 30, 2024 | May 6, 2024 | -116 | Firm change after gap | Other |
| FORTITUDE ADVISORY GROUP L.L.C. | WEITZ FINANCIAL GROUP LLC | May 2, 2024 | Sep 12, 2023 | -233 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164081:332581:CA:2024-12-02 | Dec 2, 2024 | Dec 12, 2024 | CARLSBAD, CA | Firm change |
| 325132:164081:FL:2024-08-30 | Aug 30, 2024 | May 6, 2024 | FT LAUDERDALE, FL | Firm change after gap |