DFX Intelligence
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Reading the graph
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Advisor at P••••••••• F•••••••• M•••••••••
Boca Raton, 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 |
|---|---|---|---|---|---|---|
| P••••••••• F•••••••• M••••••••• | State registered | Jan 1, 2026 | n/a | yes | Boca Raton, FL | Current employment |
| A•••• F•••••••• A•••••••• L•• | State registered | Mar 7, 2017 | Jul 6, 2020 | no | BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| E•••••• F•••••••• M••••••••• | A•••• F•••••••• A•••••••• L•• | Dec 31, 2020 | Mar 7, 2017 | -1,395 | Firm change after gap | Other |
| A•••• F•••••••• A•••••••• L•• | P••••••••• F•••••••• M••••••••• | Jul 6, 2020 | Jan 1, 2026 |
| E•••••• F•••••••• M••••••••• | n/a | Mar 17, 2005 | Dec 31, 2020 | no | BOCA RATON, FL | Previous registration |
| C•••••• S••••• • C••• I••• | National bd RIA | Jul 30, 2001 | Sep 5, 2003 | no | BOCA RATON, FL | Previous registration |
| 2,005 |
| Firm change after gap |
| Other |
| C•••••• S••••• • C••• I••• | E•••••• F•••••••• M••••••••• | Sep 5, 2003 | Mar 17, 2005 | 559 | Firm change after gap | Other |