Financial advisor
Alex M. Panas III
At Bluespring Wealth · Morristown, NJ · Montclair, NJ · New York, NY · Jupiter, FL
Registered as ALEXANDER MICHAEL PANAS
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Synthesis Wealth Partners | Synthesis Wealth Partners | Bluespring Wealth | Acquisition | May 20, 2026 | $1.1B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | Investment adviser | July 1, 2019 | Current |
| KESTRA INVESTMENT SERVICES, LLC | Investment adviser | July 1, 2019 | Current |
| KESTRA INVESTMENT SERVICES, LLC | Broker-dealer | July 1, 2019 | Current |
| KESTRA ADVISORY SERVICES, LLC | Investment adviser | January 29, 2018 | June 19, 2019 |
| KESTRA INVESTMENT SERVICES, LLC | Broker-dealer | January 25, 2018 | June 19, 2019 |
| SUMMIT FINANCIAL RESOURCES INC | Investment adviser | December 19, 2005 | February 21, 2018 |
| SUMMIT EQUITIES INC | Investment adviser | July 28, 2005 | February 21, 2018 |
| SUMMIT EQUITIES, INC. | Broker-dealer | July 5, 2005 | February 21, 2018 |
| STONEBRIDGE CAPITAL MANAGEMENT | Investment adviser | August 19, 2003 | October 6, 2005 |
| CADARET, GRANT & CO., INC. | Broker-dealer | January 2, 1998 | July 8, 2005 |
| GUARDIAN INVESTOR SERVICES CORPORATION | Broker-dealer | July 22, 1996 | January 20, 1998 |
| CADARET, GRANT & CO., INC. | Broker-dealer | April 27, 1995 | December 31, 1996 |
| FINANCIAL NETWORK INVESTMENT CORPORATION | Broker-dealer | August 20, 1993 | April 28, 1995 |
| CADARET, GRANT & CO., INC. | Broker-dealer | July 13, 1992 | August 19, 1993 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.