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Advisor at SINGER WEALTH ADVISORS LLC
Palm Bay, FL | 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 |
|---|---|---|---|---|---|---|
| SINGER WEALTH ADVISORS LLC | Independent wealth | Aug 20, 2026 | n/a | yes | BOCA RATON, FL|Palm Bay, FL | Current employment |
| NEIL JESANI WEALTH MANAGEMENT | Independent wealth | Nov 7, 2024 | Aug 11, 2026 | no | SUNRISE, FL | Previous registration |
| SINGER WEALTH ADVISORS LLC | Independent wealth | Dec 9, 2021 | Nov 1, 2024 | no | BOCA RATON, FL | Previous registration |
| SINGER WEALTH ADVISORS INC. | Former SEC adviser | Oct 6, 2020 | Mar 1, 2022 | no | BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEIL JESANI WEALTH MANAGEMENT | SINGER WEALTH ADVISORS LLC | Aug 11, 2026 | Aug 20, 2026 | 9 | Firm change | RIA to RIA |
| SINGER WEALTH ADVISORS LLC | NEIL JESANI WEALTH MANAGEMENT | Nov 1, 2024 | Nov 7, 2024 | 6 | Firm change | RIA to RIA |
| SINGER WEALTH ADVISORS INC. | SINGER WEALTH ADVISORS LLC | Mar 1, 2022 | Dec 9, 2021 | -82 | Channel change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 170470:317218:FL:2022-03-01 | Mar 1, 2022 | Dec 9, 2021 | BOCA RATON, FL | Firm change after gap |