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Advisor at ARETE WEALTH ADVISORS, LLC
North Miami, 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 |
|---|---|---|---|---|---|---|
| ARETE WEALTH ADVISORS, LLC | Bd affiliated wealth | Aug 21, 2026 | n/a | yes | North Miami, FL | Current employment |
| MORGAN STANLEY | Wirehouse | May 28, 2024 | Jan 31, 2025 | no | Aventura, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ARETE WEALTH ADVISORS, LLC | Jan 31, 2025 | Aug 21, 2026 | 567 | Firm change after gap | Wirehouse to ibd |