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Advisor at EVOLUTION WEALTH ADVISORS, LLC
AVENTURA, 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 |
|---|---|---|---|---|---|---|
| EVOLUTION WEALTH ADVISORS, LLC | Mixed wealth | May 10, 2018 | n/a | yes | AVENTURA, FL | Current employment |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | Former SEC adviser | Jun 11, 2014 | Apr 27, 2018 | no | AVENTURA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | EVOLUTION WEALTH ADVISORS, LLC | Apr 27, 2018 | May 10, 2018 | 13 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105667:285142:FL:2018-04-27 | Apr 27, 2018 | May 10, 2018 | AVENTURA, FL | Firm change |