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Advisor at INSPIRE ADVISORS, LLC
MERIDIAN, ID | Gainesville, 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 |
|---|---|---|---|---|---|---|
| INSPIRE ADVISORS, LLC | Independent wealth | Feb 18, 2021 | n/a | yes | MERIDIAN, ID|Gainesville, FL | Current employment |
| COLLABORATIVE WEALTH | Independent wealth | Oct 17, 2018 | Feb 12, 2021 | no | Gainesville, FL|Gainesville, FL | Previous registration |
| MARKEY WEALTH MANAGEMENT | n/a | Oct 30, 2017 | Oct 9, 2018 | no | GAINSVILLE, FL | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jan 18, 2013 | Oct 5, 2017 | no | GAINESVILLE, FL|GAINESVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COLLABORATIVE WEALTH | INSPIRE ADVISORS, LLC | Feb 12, 2021 | Feb 18, 2021 | 6 | Firm change | RIA to RIA |
| MARKEY WEALTH MANAGEMENT | COLLABORATIVE WEALTH | Oct 9, 2018 | Oct 17, 2018 | 8 | Firm change | Other |
| VALIC FINANCIAL ADVISORS, INC. | MARKEY WEALTH MANAGEMENT | Oct 5, 2017 | Oct 30, 2017 | 25 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 172554:142106:FL:2018-09-27 | Oct 9, 2018 | Oct 17, 2018 | GAINSVILLE, FL | Firm change |