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Advisor at GLOBAL ADVISORY PARTNERS, LLC
DALLAS, TX | LOS ANGELES, CA
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 ADVISORY PARTNERS, LLC | State registered | Nov 18, 2021 | n/a | yes | LOS ANGELES, CA|DALLAS, TX | Current employment |
| SUMMIT WEALTH PARTNERS, LLC | Independent wealth | Jul 13, 2016 | Feb 18, 2021 | no | BOARDMAN, OH|ORLANDO, FL | Previous registration |
| SMC ADVISORY NETWORK, LLC | n/a | Dec 13, 2012 | Mar 29, 2016 | no | BOARDMAN, OH|BOARDMAN, OH | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Feb 13, 2008 | Dec 31, 2012 | no | GREENWOOD VILLAGE, CO|GREENWOOD VILLAGE, CO|BOARDMAN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT WEALTH PARTNERS, LLC | GLOBAL ADVISORY PARTNERS, LLC | Feb 18, 2021 | Nov 18, 2021 | 273 | Firm change | RIA to state RIA |
| SMC ADVISORY NETWORK, LLC | SUMMIT WEALTH PARTNERS, LLC | Mar 29, 2016 | Jul 13, 2016 | 106 | Firm change | Other |
| CETERA ADVISORS LLC | SMC ADVISORY NETWORK, LLC | Dec 31, 2012 | Dec 13, 2012 | -18 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165389:283648:OH:2016-03-29 | Mar 29, 2016 | Jul 13, 2016 | BOARDMAN, OH | Firm change |