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Advisor at MAXELE ADVISORS, LLC
WEBSTER GROVES, MO
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 |
|---|---|---|---|---|---|---|
| MAXELE ADVISORS, LLC | Independent wealth | Sep 8, 2026 | n/a | yes | WEBSTER GROVES, MO | Current employment |
| TERRACE WEALTH | n/a | Jun 11, 2025 | Dec 18, 2025 | no | ST. LOUIS, MO|St. Louis, MO | Previous registration |
| ASPEN WEALTH STRATEGIES, LLC | Independent wealth | Sep 21, 2020 | May 18, 2023 | no | ARVADA, CO | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Apr 4, 2019 | Sep 23, 2020 | no | ARVADA, CO | Previous registration |
| DUNSTON FINANCIAL GROUP, LLC | n/a | Sep 25, 2017 | Oct 31, 2018 | no | DENVER, CO | Previous registration |
| MONETA GROUP INVESTMENT ADVISORS, LLC | Independent wealth | Mar 22, 2017 | Sep 8, 2017 | no | ST. LOUIS, MO | Previous registration |
| Mariner | Bd affiliated wealth | Sep 23, 2016 | Mar 20, 2017 | no | ST. LOUIS, MO | Previous registration |
| MARINER WEALTH ADVISORS | Former SEC adviser | Nov 19, 2015 | Mar 20, 2017 | no | St. Louis, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TERRACE WEALTH | MAXELE ADVISORS, LLC | Dec 18, 2025 | Sep 8, 2026 | 264 | Firm change | Other |
| ASPEN WEALTH STRATEGIES, LLC | TERRACE WEALTH | May 18, 2023 | Jun 11, 2025 | 755 | Firm change after gap | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | ASPEN WEALTH STRATEGIES, LLC | Sep 23, 2020 | Sep 21, 2020 | -2 | Firm change | Ibd to new firm |
| DUNSTON FINANCIAL GROUP, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Oct 31, 2018 | Apr 4, 2019 | 155 | Firm change | Other |
| MONETA GROUP INVESTMENT ADVISORS, LLC | DUNSTON FINANCIAL GROUP, LLC | Sep 8, 2017 | Sep 25, 2017 | 17 | Firm change | Other |
| MARINER WEALTH ADVISORS | Mariner | Mar 20, 2017 | Sep 23, 2016 | -178 | Firm change after gap | Other |
| Mariner | MONETA GROUP INVESTMENT ADVISORS, LLC | Mar 20, 2017 | Mar 22, 2017 | 2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:307424:CO:2020-09-23 | Sep 23, 2020 | Sep 21, 2020 | ARVADA, CO | Firm change |