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Advisor at AMERICAN HARBOUR WEALTH MANAGEMENT, LLC
ORLANDO, 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 |
|---|---|---|---|---|---|---|
| AMERICAN HARBOUR WEALTH MANAGEMENT, LLC | State registered | Mar 17, 2023 | n/a | yes | ORLANDO, FL | Current employment |
| DELTA CAPITAL MANAGEMENT, LLC | Institutional manager | Dec 16, 2022 | Feb 9, 2023 | no | MAITLAND, FL | Previous registration |
| CONCOURSE FINANCIAL GROUP ADVISORS | Former SEC adviser | Oct 22, 2013 | Mar 20, 2020 | no | Orlando, FL|ORLANDO, FL | Previous registration |
| WADDELL & REED | Former SEC adviser | Oct 7, 2011 | Oct 23, 2013 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DELTA CAPITAL MANAGEMENT, LLC | AMERICAN HARBOUR WEALTH MANAGEMENT, LLC | Feb 9, 2023 | Mar 17, 2023 | 36 | Firm change | RIA to state RIA |
| CONCOURSE FINANCIAL GROUP ADVISORS | DELTA CAPITAL MANAGEMENT, LLC | Mar 20, 2020 | Dec 16, 2022 | 1,001 | Firm change after gap | Ibd to RIA |
| WADDELL & REED | CONCOURSE FINANCIAL GROUP ADVISORS | Oct 23, 2013 | Oct 22, 2013 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 128350:322018:FL:2023-02-09 | Feb 9, 2023 | Mar 17, 2023 | MAITLAND, FL | Firm change |
| 15708:128350:FL:2020-03-20 | Mar 20, 2020 | Dec 16, 2022 | ORLANDO, FL | Firm change after gap |