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Advisor at SB ADVISORY, LLC
ATLANTA, GA | Miami Lakes, 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 |
|---|---|---|---|---|---|---|
| SB ADVISORY, LLC | Independent wealth | Mar 29, 2022 | n/a | yes | Miami Lakes, FL|ATLANTA, GA | Current employment |
| SAN BLAS ADVISORY, INC. | Independent wealth | Jan 10, 2020 | n/a | yes | Miami Lakes, FL | Current employment |
| SB ADVISORY, LLC | Independent wealth | Sep 16, 2014 | Dec 31, 2020 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SB ADVISORY, LLC | SAN BLAS ADVISORY, INC. | Dec 31, 2020 | Jan 10, 2020 | -356 | Firm change after gap | RIA to RIA |