DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EXODUS WEALTH, LLC
Matthews, NC | FORT LAUDERDALE, 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 |
|---|---|---|---|---|---|---|
| EXODUS WEALTH, LLC | Independent wealth | Jun 26, 2026 | n/a | yes | Matthews, NC|FORT LAUDERDALE, FL | Current employment |
| INTEGRATED FINANCIAL STRATEGIES, LLC | No RAUM reported | May 5, 2020 | Jul 31, 2026 | no | Matthews, NC|Pompano Beach, FL|FORT LAUDERDALE, FL|CHARLOTTE, NC | Previous registration |
| UWHARRIE INVESTMENT ADVISORS, INC. | Independent wealth | Nov 26, 2018 | May 5, 2020 | no | Charlotte, NC|ALBEMARLE, NC | Previous registration |
| DARVAS INVESTMENT MANAGEMENT LLC | n/a | Nov 17, 2015 | Dec 19, 2016 | no | TEGA CAY, SC | Previous registration |
| DARVAS INVESTMENT MANAGEMENT LLC | n/a | May 20, 2014 | Mar 27, 2015 | no | CHARLOTTE, NC | Previous registration |
| DARVAS INVESTMENT MANAGEMENT LLC | n/a | May 11, 2010 | Dec 31, 2013 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTEGRATED FINANCIAL STRATEGIES, LLC | EXODUS WEALTH, LLC | Jul 31, 2026 | Jun 26, 2026 | -35 | Firm change after gap | RIA to RIA |
| UWHARRIE INVESTMENT ADVISORS, INC. | INTEGRATED FINANCIAL STRATEGIES, LLC | May 5, 2020 | May 5, 2020 | 0 | Firm change | RIA to RIA |
| DARVAS INVESTMENT MANAGEMENT LLC | UWHARRIE INVESTMENT ADVISORS, INC. | Dec 19, 2016 | Nov 26, 2018 | 707 | Firm change after gap | Other |
| DARVAS INVESTMENT MANAGEMENT LLC | DARVAS INVESTMENT MANAGEMENT LLC | Mar 27, 2015 | Nov 17, 2015 | 235 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165007:174328:FL:2026-07-31 | Jul 31, 2026 | Jun 26, 2026 | FORT LAUDERDALE, FL | Firm change after gap |