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Advisor at MEIRA WEALTH
CORAL GABLES, 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 |
|---|---|---|---|---|---|---|
| MEIRA WEALTH | Independent wealth | Jan 1, 2026 | n/a | yes | CORAL GABLES, FL | Current employment |
| MOSAIC FINANCIAL PARTNERS, INC. | Former SEC adviser | Sep 18, 2003 | Jun 14, 2011 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MOSAIC FINANCIAL PARTNERS, INC. | MEIRA WEALTH | Jun 14, 2011 | Jan 1, 2026 | 5,315 | Firm change after gap | Other |