LD
Lloyd De Vaux
CRD 7575323
Firms
| Firm | Role | As of |
|---|---|---|
| Sunstate Wealth Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (2)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Bit By Bit Inc | Director | — | 12/31/2024 |
| Center For Financial Training Southeastern Inc | DIRECTOR | — | 05/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Sunstate Wealth Management Llc
Managing Member · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗