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Advisor at CAYSIDE PARTNERS
JUPITER, 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 |
|---|---|---|---|---|---|---|
| CAYSIDE PARTNERS | Independent wealth | Feb 11, 2025 | n/a | yes | JUPITER, FL | Current employment |
| AETHOS INVESTMENT MANAGEMENT | n/a | Nov 21, 2018 | Aug 20, 2021 | no | TEQUESTA, FL | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Jun 23, 2017 | Jun 22, 2018 | no | Jupiter, FL | Previous registration |
| GFO ADVISORY SERVICES, LLC | Asset manager | Jun 1, 2017 | Dec 31, 2017 | no | JUPITER, FL | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 17, 2007 | Apr 14, 2009 | no | WEEHAWKEN, NJ|WEEHAWKEN, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AETHOS INVESTMENT MANAGEMENT | CAYSIDE PARTNERS | Aug 20, 2021 | Feb 11, 2025 | 1,271 | Firm change after gap | Other |
| TRUIST ADVISORY SERVICES, INC. | AETHOS INVESTMENT MANAGEMENT | Jun 22, 2018 | Nov 21, 2018 | 152 | Firm change | Other |
| GFO ADVISORY SERVICES, LLC | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2017 | Jun 23, 2017 | -191 | Firm change after gap | Other |
| UBS FINANCIAL SERVICES INC. | GFO ADVISORY SERVICES, LLC | Apr 14, 2009 | Jun 1, 2017 | 2,970 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109278:283390:FL:2017-12-31 | Dec 31, 2017 | Jun 23, 2017 | JUPITER, FL | Firm change after gap |