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Advisor at TRITON WEALTH MANAGEMENT, PLLC
Sun City, AZ
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 |
|---|---|---|---|---|---|---|
| TRITON WEALTH MANAGEMENT, PLLC | Independent wealth | Nov 23, 2018 | n/a | yes | Sun City, AZ | Current employment |
| KINGSVIEW WEALTH MANAGEMENT, LLC | Independent wealth | Oct 31, 2016 | Jan 31, 2019 | no | Sun City, AZ | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Dec 20, 2010 | Oct 10, 2016 | no | SUN CITY, AZ | Previous registration |
| EDWARD JONES | National bd RIA | May 12, 2008 | Sep 3, 2010 | no | Peoria, AZ|SUN CITY, AZ|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KINGSVIEW WEALTH MANAGEMENT, LLC | TRITON WEALTH MANAGEMENT, PLLC | Jan 31, 2019 | Nov 23, 2018 | -69 | Firm change after gap | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | KINGSVIEW WEALTH MANAGEMENT, LLC | Oct 10, 2016 | Oct 31, 2016 | 21 | Firm change | Other |
| EDWARD JONES | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Sep 3, 2010 | Dec 20, 2010 | 108 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 148107:291070:AZ:2019-01-31 | Jan 31, 2019 | Nov 23, 2018 | SUN CITY, AZ | Firm change after gap |
| 149018:148107:AZ:2016-10-10 | Oct 10, 2016 | Oct 31, 2016 | SUN CITY, AZ | Firm change |