DFX Intelligence
Reading the graph
Reading the graph
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Advisor at I••••••••• F•••••••• P•••••••
TAMPA, 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 |
|---|---|---|---|---|---|---|
| I••••••••• F•••••••• P••••••• | Bd affiliated wealth | May 19, 2022 | n/a | yes | TAMPA, FL | Current employment |
| S•••••• I••••••••• M••••••• L•• | Asset manager | Jun 18, 2021 | May 17, 2022 | no | CORAL GABLES, FL|TAMPA, FL |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| S•••••• I••••••••• M••••••• L•• | I••••••••• F•••••••• P••••••• | May 17, 2022 | May 19, 2022 | 2 | Firm change | Other |
| V••••••••• I••• I••• | S•••••• I••••••••• M••••••• L•• | May 1, 2020 | Jun 18, 2021 |
| V••••••••• I••• I••• | Former SEC adviser | Jul 17, 2009 | May 1, 2020 | no | MIAMI, FL | Previous registration |
| V••••••••• I••• I••• | Former SEC adviser | Jun 16, 2009 | Dec 31, 2014 | no | MIAMI, FL | Previous registration |
| 413 |
| Firm change after gap |
| Other |