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Advisor at ASSUREDPARTNERS INVESTMENT ADVISORS
Plantation, 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 |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS INVESTMENT ADVISORS | Mixed wealth | Oct 24, 2022 | n/a | yes | Plantation, FL | Current employment |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Jul 17, 2020 | Jul 6, 2021 | no | PLANTATION, FL|PLANTATION, FL | Previous registration |
| FORTUNE 360 GROUP LLC | Former SEC adviser | Mar 23, 2016 | Feb 24, 2023 | no | PLANTATION, FL | Previous registration |
| ASSOCIATED INVESTOR SERVICES, INC. | State registered | Aug 21, 2008 | Jul 2, 2015 | no | FT. LAUDERDALE, FL | Previous registration |
| INVESTACORP ADVISORY SERVICES INC | Former SEC adviser | Aug 11, 2008 | Jul 17, 2020 | no | FORT LAUDERDALE, FL|PLANTATION, FL | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Jun 11, 2004 | Aug 6, 2008 | no | COOPER CITY, FL | Previous registration |
| MYERS FINANCIAL SERVICES, INC. | n/a | Mar 29, 2004 | Aug 25, 2004 | no | PLANTATION, FL | Previous registration |
| INVESTACORP ADVISORY SERVICES INC | Former SEC adviser | Oct 7, 2002 | Jun 9, 2004 | no | PLANTATION, FL | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Oct 30, 2000 | Sep 4, 2002 | no | DEERFIELD BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORTUNE 360 GROUP LLC | SECURITIES AMERICA ADVISORS, INC. | Feb 24, 2023 | Jul 17, 2020 | -952 | Firm change after gap | RIA to ibd |
| SECURITIES AMERICA ADVISORS, INC. | ASSUREDPARTNERS INVESTMENT ADVISORS | Jul 6, 2021 | Oct 24, 2022 | 475 | Firm change after gap | Ibd to RIA |
| INVESTACORP ADVISORY SERVICES INC | ASSOCIATED INVESTOR SERVICES, INC. | Jul 17, 2020 | Aug 21, 2008 | -4,348 | Firm change after gap | Ibd to state RIA |
| ASSOCIATED INVESTOR SERVICES, INC. | FORTUNE 360 GROUP LLC | Jul 2, 2015 | Mar 23, 2016 | 265 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | INVESTACORP ADVISORY SERVICES INC | Aug 6, 2008 | Aug 11, 2008 | 5 | Firm change | Other |
| MYERS FINANCIAL SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES, INC. | Aug 25, 2004 | Jun 11, 2004 | -75 | Firm change after gap | Other |
| INVESTACORP ADVISORY SERVICES INC | MYERS FINANCIAL SERVICES, INC. | Jun 9, 2004 | Mar 29, 2004 | -72 | Firm change after gap | Other |
| OSAIC FA, INC. | INVESTACORP ADVISORY SERVICES INC | Sep 4, 2002 | Oct 7, 2002 | 33 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282391:110518:FL:2023-02-24 | Feb 24, 2023 | Jul 17, 2020 | PLANTATION, FL | Firm change after gap |
| 110518:309550:FL:2021-07-06 | Jul 6, 2021 | Oct 24, 2022 | PLANTATION, FL | Firm change after gap |
| 109011:133356:FL:2020-07-17 | Jul 17, 2020 | Aug 21, 2008 | PLANTATION, FL | Firm change after gap |
| 133356:282391:FL:2015-07-02 | Jul 2, 2015 | Mar 23, 2016 | FT LAUDERDALE, FL | Firm change |