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Advisor at FIDUCIARY FINANCIAL ADVISORS
Naples, 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 |
|---|---|---|---|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | Independent wealth | Oct 28, 2024 | n/a | yes | Naples, FL | Current employment |
| SUMMIT WEALTH PARTNERS, LLC | Independent wealth | Aug 8, 2017 | Oct 8, 2024 | no | NAPLES, FL|ORLANDO, FL | Previous registration |
| SUMMIT WEALTH PARTNERS, LLC | Former SEC adviser | Aug 22, 2014 | Jul 15, 2016 | no | NAPLES, FL | Previous registration |
| FINANCIAL ADVISORY CORPORATION | Independent wealth | Aug 25, 2010 | Oct 10, 2014 | no | GRAND RAPIDS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT WEALTH PARTNERS, LLC | FIDUCIARY FINANCIAL ADVISORS | Oct 8, 2024 | Oct 28, 2024 | 20 | Firm change | RIA to RIA |
| SUMMIT WEALTH PARTNERS, LLC | SUMMIT WEALTH PARTNERS, LLC | Jul 15, 2016 | Aug 8, 2017 | 389 | Channel change | Other |
| FINANCIAL ADVISORY CORPORATION | SUMMIT WEALTH PARTNERS, LLC | Oct 10, 2014 | Aug 22, 2014 | -49 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283648:172103:FL:2024-10-08 | Oct 8, 2024 | Oct 28, 2024 | ORLANDO, FL | Firm change |