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Advisor at CCLG ADVISORS
ORLANDO, 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 |
|---|---|---|---|---|---|---|
| CCLG ADVISORS | State registered | Aug 25, 2026 | n/a | yes | ORLANDO, FL|ORLANDO, FL | Current employment |
| STIRLINGSHIRE INVESTMENTS | Independent wealth | Jun 24, 2025 | Jun 11, 2026 | no | Orlando, FL|NEW YORK, NY | Previous registration |
| PRIMERICA ADVISORS | National bd RIA | Jun 27, 2019 | Jun 10, 2025 | no | ORLANDO, FL|TIERRA VERDE, FL|ORLANDO, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STIRLINGSHIRE INVESTMENTS | CCLG ADVISORS | Jun 11, 2026 | Aug 25, 2026 | 75 | Firm change | RIA to state RIA |
| PRIMERICA ADVISORS | STIRLINGSHIRE INVESTMENTS | Jun 10, 2025 | Jun 24, 2025 | 14 | Firm change | Ibd to RIA |