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Advisor at ARS WEALTH ADVISORS
ST. PETERSBURG, 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 |
|---|---|---|---|---|---|---|
| ARS WEALTH ADVISORS | Independent wealth | Feb 3, 2023 | n/a | yes | ST. PETERSBURG, FL | Current employment |
| SEQUOIA FINANCIAL GROUP, L.L.C. | Independent wealth | Oct 8, 2018 | Apr 21, 2022 | no | Tampa, FL|AKRON, OH | Previous registration |
| FORMIDABLE ASSET MANAGEMENT, LLC | Independent wealth | Dec 9, 2016 | Apr 6, 2017 | no | St. Petersburg, FL | Previous registration |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Dec 18, 2014 | Oct 7, 2016 | no | Tampa, FL|SARASOTA, FL | Previous registration |
| THE BURNEY COMPANY | Independent wealth | Apr 26, 2013 | Dec 1, 2014 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEQUOIA FINANCIAL GROUP, L.L.C. | ARS WEALTH ADVISORS | Apr 21, 2022 | Feb 3, 2023 | 288 | Firm change | RIA to RIA |
| FORMIDABLE ASSET MANAGEMENT, LLC | SEQUOIA FINANCIAL GROUP, L.L.C. | Apr 6, 2017 | Oct 8, 2018 | 550 | Firm change after gap | Other |
| MERCER GLOBAL ADVISORS INC. | FORMIDABLE ASSET MANAGEMENT, LLC | Oct 7, 2016 | Dec 9, 2016 | 63 | Firm change | Other |
| THE BURNEY COMPANY | MERCER GLOBAL ADVISORS INC. | Dec 1, 2014 | Dec 18, 2014 | 17 | Firm change | Other |