DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GUIDANCE POINT ADVISORS, LLC
Portland, ME | WELLESLEY, MA | PORTLAND, ME
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 |
|---|---|---|---|---|---|---|
| GUIDANCE POINT ADVISORS, LLC | Independent wealth | Aug 28, 2013 | n/a | yes | WELLESLEY, MA|Portland, ME | Current employment |
| GUIDANCE POINT RETIREMENT SERVICES, LLC | Other adviser | Feb 28, 2012 | n/a | yes | PORTLAND, ME | Current employment |
| MULTNOMAH GROUP, INC. | Institutional manager | Dec 17, 2008 | Aug 3, 2012 | no | PORTLAND, ME | Previous registration |
| PENTEGRA INVESTORS, INC. | Institutional manager | Jun 2, 2006 | Sep 22, 2008 | no | SHELTON, CT | Previous registration |
| INVESMART ADVISORS INC | n/a | Aug 7, 2002 | Apr 22, 2004 | no | PORTLAND , ME | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MULTNOMAH GROUP, INC. | GUIDANCE POINT RETIREMENT SERVICES, LLC | Aug 3, 2012 | Feb 28, 2012 | -157 | Firm change after gap | Other |
| PENTEGRA INVESTORS, INC. | MULTNOMAH GROUP, INC. | Sep 22, 2008 | Dec 17, 2008 | 86 | Firm change | Other |
| INVESMART ADVISORS INC | PENTEGRA INVESTORS, INC. | Apr 22, 2004 | Jun 2, 2006 | 771 | Firm change after gap | Other |