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Advisor at GLOBAL TRUST WEALTH MANAGEMENT LLC
WEST PALM BEACH, 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 |
|---|---|---|---|---|---|---|
| GLOBAL TRUST WEALTH MANAGEMENT LLC | Independent wealth | Feb 17, 2025 | n/a | yes | WEST PALM BEACH, FL | Current employment |
| SYKON CAPITAL LLC | Independent wealth | Jul 17, 2023 | Jan 17, 2025 | no | PALM BEACH GARDENS, FL|HARRISON, NY|JUPITER, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 31, 2019 | Jun 5, 2023 | no | JUPITER, FL|PALM BEACH GARDENS, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 7, 2016 | Oct 4, 2018 | no | Morristown, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SYKON CAPITAL LLC | GLOBAL TRUST WEALTH MANAGEMENT LLC | Jan 17, 2025 | Feb 17, 2025 | 31 | Firm change | RIA to new firm |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SYKON CAPITAL LLC | Jun 5, 2023 | Jul 17, 2023 | 42 | Firm change | Wirehouse to new firm |
| MORGAN STANLEY | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 4, 2018 | Jan 31, 2019 | 119 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:326728:FL:2023-06-05 | Jun 5, 2023 | Jul 17, 2023 | PALM BEACH GARDENS, FL | Firm change |