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FIRSTRUST

DAYTONA BEACH, FL · CRD 111800 · IAPD ↗ · financialteam.com · 386-788-3737

$250.0MRegulatory AUM
5Advisory reps
6Employees
6Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — FIRSTRUST added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.