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Advisor at ROSE CAPITAL ADVISORS, LLC
MIAMI BEACH, FL | Coral Gables, FL | CORAL GABLES, 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 |
|---|---|---|---|---|---|---|
| ROSE CAPITAL ADVISORS, LLC | Independent wealth | Aug 12, 2026 | n/a | yes | Coral Gables, FL|MIAMI BEACH, FL | Current employment |
| PREMIA GLOBAL ADVISORS, LLC | Independent wealth | Feb 12, 2019 | n/a | yes | CORAL GABLES, FL | Current employment |
| EDWARD JONES | National bd RIA | Dec 12, 2017 | Jul 12, 2018 | no | CORAL GABLES, FL|ST LOUIS, MO|Coral Gables, FL | Previous registration |
| NATIXIS ADVISORS, LLC | Bd affiliated wealth | Jun 5, 2012 | Jul 24, 2017 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | PREMIA GLOBAL ADVISORS, LLC | Jul 12, 2018 | Feb 12, 2019 | 215 | Firm change | Ibd to RIA |
| NATIXIS ADVISORS, LLC | EDWARD JONES | Jul 24, 2017 | Dec 12, 2017 | 141 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106800:250:MA:2017-07-17 | Jul 24, 2017 | Dec 12, 2017 | BOSTON, MA | Firm change |