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CRD 332344
BOCA RATON, 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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| WENDY LOUISE KRETSCHMER | n/a | BOCA RATON, FL | 1 | 18 | n/a | yes |
| GARY THOMAS GUGLIELMO | n/a | BOCA RATON, FL | 1 | 21 | 2 | yes |
| ROBIN REJI | n/a | BOCA RATON, FL | Manalapan, NJ | 1 | 11 | 2 | no |
| John Steven Willard | n/a | MANALAPAN, NJ | BOCA RATON, FL | 0 | 12 | 1 | no |
| Jonathan Tomassi | n/a | BOCA RATON, FL | MANALAPAN, NJ | 0 | 12 | 1 | no |
| Bryan J Britchkow | n/a | MANALAPAN, NJ | BOCA RATON, FL | 0 | 13 | 5 | no |
| Robert Anthony Jacobs | n/a | Longs, SC | BOCA RATON, FL | 0 | 33 | 1 | no |
| SAMUEL RAMOS | n/a | MANALAPAN, NJ | BOCA RATON, FL | 0 | 16 | 5 | no |
| BRYN HEATH | n/a | BOCA RATON, FL | Manalapan,, NJ | 0 | 14 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KRETSCHMER, WENDY, LOUISE | CHIEF EXECUTIVE OFFICER | B | yes | 06/2024 | Jul 1, 2024 | Dec 5, 2024 |
| CASELLA, GISELLE | CHIEF COMPLIANCE OFFICER | Na | no | 06/2024 | Jul 1, 2024 | Dec 5, 2024 |
| KRETSCHMER, NOLAN, A | Shareholder | B | no | 06/2024 | Jul 1, 2024 | Dec 5, 2024 |
| RAPPAPORT, AMANDA, L | Shareholder | B | no | 06/2024 | Jul 1, 2024 | Dec 5, 2024 |
| RAPPAPORT, KAILEY, ROBYN | Shareholder | B | no | 06/2024 | Jul 1, 2024 | Dec 5, 2024 |
| RAPPAPORT, NOELLE, A | Shareholder | B | no | 06/2024 | Jul 1, 2024 | Dec 5, 2024 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 7 | 5 | 2 | 55.6% | 1 | 0 | 0 | 13 | 6 |