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Advisor at Q CAPITAL SOLUTIONS
NAPLES, FL | Sea Girt, NJ
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 |
|---|---|---|---|---|---|---|
| Q CAPITAL SOLUTIONS | Independent wealth | Jan 2, 2025 | n/a | yes | Sea Girt, NJ|NAPLES, FL | Current employment |
| PRIVATE PORTFOLIO PARTNERS, LLC | Former SEC adviser | Mar 7, 2016 | Aug 14, 2018 | no | MANASQUAN, NJ|PARAMUS, NJ | Previous registration |
| INSIGHT PRIVATE ADVISORS, LLC | Former SEC adviser | Jan 5, 2015 | May 2, 2016 | no | MANASQUAN, NJ|BRIDGEWATER, NJ | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 23, 2007 | Oct 28, 2015 | no | MANAQUAN, NJ|FORT MILL, SC|MANASQUAN, NJ | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Feb 28, 2007 | Mar 23, 2007 | no | ASBURY PARK, NJ | Previous registration |
| FISHER INVESTMENTS | Independent wealth | May 24, 2006 | Jan 16, 2007 | no | WALL TWP, NJ|PLANO, TX | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jun 24, 2003 | Jun 1, 2006 | no | WALL, NJ | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jul 31, 2002 | Jun 16, 2003 | no | MANASQUAN, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIVATE PORTFOLIO PARTNERS, LLC | Q CAPITAL SOLUTIONS | Aug 14, 2018 | Jan 2, 2025 | 2,333 | Firm change after gap | RIA to RIA |
| INSIGHT PRIVATE ADVISORS, LLC | PRIVATE PORTFOLIO PARTNERS, LLC | May 2, 2016 | Mar 7, 2016 | -56 | Firm change after gap | Other |
| LPL FINANCIAL LLC | INSIGHT PRIVATE ADVISORS, LLC | Oct 28, 2015 | Jan 5, 2015 | -296 | Firm change after gap | Other |
| OSAIC WEALTH, INC. | LPL FINANCIAL LLC | Mar 23, 2007 | Mar 23, 2007 | 0 | Firm change | Other |
| FISHER INVESTMENTS | OSAIC WEALTH, INC. | Jan 16, 2007 | Feb 28, 2007 | 43 | Firm change | Other |
| MSI FINANCIAL SERVICES, INC. | FISHER INVESTMENTS | Jun 1, 2006 | May 24, 2006 | -8 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | MSI FINANCIAL SERVICES, INC. | Jun 16, 2003 | Jun 24, 2003 | 8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 169017:165616:NJ:2016-05-02 | May 2, 2016 | Mar 7, 2016 | BRIDGEWATER, NJ | Firm change after gap |
| 6413:169017:NJ:2015-10-28 | Oct 28, 2015 | Jan 5, 2015 | MANASQUAN, NJ | Firm change after gap |