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Advisor at OXFORD WEALTH GROUP, LLC
ORLANDO, FL | Tampa, 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 |
|---|---|---|---|---|---|---|
| OXFORD WEALTH GROUP, LLC | Independent wealth | Jan 31, 2025 | n/a | yes | ORLANDO, FL|Tampa, FL | Current employment |
| CAPITAL ANALYSTS | Bd affiliated wealth | Jul 9, 2021 | Aug 29, 2024 | no | Wellington, FL|Wellington, FL | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Jul 6, 2021 | Aug 29, 2024 | no | Wellington, FL|LUTZ, FL | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Jan 29, 2021 | Jul 8, 2021 | no | West Palm Beach, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL ANALYSTS | OXFORD WEALTH GROUP, LLC | Aug 29, 2024 | Jan 31, 2025 | 155 | Firm change | Ibd to RIA |
| LINCOLN INVESTMENT | CAPITAL ANALYSTS | Aug 29, 2024 | Jul 9, 2021 | -1,147 | Firm change after gap | RIA to ibd |
| PRUCO SECURITIES, LLC | LINCOLN INVESTMENT | Jul 8, 2021 | Jul 6, 2021 | -2 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 519:162200:FL:2024-08-27 | Aug 29, 2024 | Jul 9, 2021 | LUTZ, FL | Firm change after gap |