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Advisor at SIMPLEPATH WEALTH MANAGEMENT, LLC
PALM HARBOR, 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 |
|---|---|---|---|---|---|---|
| SIMPLEPATH WEALTH MANAGEMENT, LLC | State registered | May 23, 2025 | n/a | yes | PALM HARBOR, FL | Current employment |
| J. W. COLE ADVISORS, INC. | Bd affiliated wealth | Apr 25, 2019 | Jul 15, 2020 | no | Palm Harbor, FL|TAMPA, FL | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Mar 6, 2015 | Apr 26, 2019 | no | PALM HARBOR, FL|SARASOTA, FL|PALM HARBOR, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J. W. COLE ADVISORS, INC. | SIMPLEPATH WEALTH MANAGEMENT, LLC | Jul 15, 2020 | May 23, 2025 | 1,773 | Firm change after gap | RIA to state RIA |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | J. W. COLE ADVISORS, INC. | Apr 26, 2019 | Apr 25, 2019 | -1 | Bulk transfer | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 112294:309014:FL:2020-07-15 | Jul 15, 2020 | May 23, 2025 | TAMPA, FL | Firm change after gap |