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Advisor at VIM WEALTH MANAGEMENT, LLC
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 |
|---|---|---|---|---|---|---|
| VIM WEALTH MANAGEMENT, LLC | State registered | Jan 1, 2026 | n/a | yes | CORAL GABLES, FL | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Sep 1, 2022 | Jun 13, 2025 | no | Coral Gables, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Feb 19, 2015 | Sep 8, 2022 | no | Coral Gables, FL | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 17, 2014 | Feb 11, 2015 | no | HIALEAH, FL|MIAMI, FL|NORTH MIAMI, FL|MIAMI SPRINGS, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 12, 2013 | Mar 4, 2014 | no | MIAMI, FL|MIAMI, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Feb 8, 2012 | Aug 29, 2013 | no | SOUTH MIAMI, FL|CORAL GABLES, FL|MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | VIM WEALTH MANAGEMENT, LLC | Jun 13, 2025 | Jan 1, 2026 | 202 | Firm change | Ibd to state RIA |
| MORGAN STANLEY | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Sep 8, 2022 | Sep 1, 2022 | -7 | Firm change | Wirehouse to ibd |
| J.P. MORGAN SECURITIES LLC | MORGAN STANLEY | Feb 11, 2015 | Feb 19, 2015 | 8 | Firm change | Wirehouse to wirehouse |
| WELLS FARGO ADVISORS | J.P. MORGAN SECURITIES LLC | Mar 4, 2014 | Mar 17, 2014 | 13 | Firm change | Wirehouse to wirehouse |
| SUNTRUST INVESTMENT SERVICES, INC. | WELLS FARGO ADVISORS | Aug 29, 2013 | Sep 12, 2013 | 14 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:149018:FL:2022-09-08 | Sep 8, 2022 | Sep 1, 2022 | CORAL GABLES, FL | Firm change |