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Advisor at ARETE WEALTH ADVISORS, LLC
CHICAGO, IL | Anderson, SC | Anderson , SC
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 |
|---|---|---|---|---|---|---|
| FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC | Mixed wealth | Aug 28, 2026 | n/a | yes | Anderson , SC | Current employment |
| ARETE WEALTH ADVISORS, LLC | Bd affiliated wealth | Jan 31, 2023 | n/a | yes | CHICAGO, IL|Anderson, SC | Current employment |
| CENTER STREET ADVISORS, INC. | Former SEC adviser | Jan 30, 2015 | Nov 16, 2023 | no | ANDERSON, SC|NASHVILLE, TN | Previous registration |
| OSAIC FS, INC. | Former SEC adviser | Oct 15, 2007 | Dec 21, 2007 | no | HONEA PATH, SC|HONEA PATH, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CENTER STREET ADVISORS, INC. | ARETE WEALTH ADVISORS, LLC | Nov 16, 2023 | Jan 31, 2023 | -289 | Firm change after gap | RIA to ibd |
| OSAIC FS, INC. | CENTER STREET ADVISORS, INC. | Dec 21, 2007 | Jan 30, 2015 | 2,597 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 169329:145488:TN:2023-11-08 | Nov 16, 2023 | Jan 31, 2023 | NASHVILLE, TN | Firm change after gap |