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Advisor at PELORUS FINANCIAL, LLC
TRINITY, 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 |
|---|---|---|---|---|---|---|
| PELORUS FINANCIAL, LLC | State registered | Nov 24, 2025 | n/a | yes | TRINITY, FL | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Dec 13, 2012 | Jan 24, 2019 | no | TRINITY, FL | Previous registration |
| EDWARD JONES | National bd RIA | Feb 15, 2007 | Dec 4, 2012 | no | NEW PORT RICHEY, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | PELORUS FINANCIAL, LLC | Jan 24, 2019 | Nov 24, 2025 | 2,496 | Firm change after gap | Ibd to state RIA |
| EDWARD JONES | INDEPENDENT FINANCIAL PARTNERS | Dec 4, 2012 | Dec 13, 2012 | 9 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125112:299043:FL:2019-01-24 | Jan 24, 2019 | Nov 24, 2025 | TRINITY, FL | Firm change after gap |