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Advisor at GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
RED BANK, NJ
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 |
|---|---|---|---|---|---|---|
| GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | Independent wealth | Nov 1, 2022 | n/a | yes | RED BANK, NJ | Current employment |
| AMERICAN PORTFOLIOS ADVISORS, INC | Former SEC adviser | Jul 26, 2013 | Nov 1, 2022 | no | HOLBROOK, NY | Previous registration |
| LANTERN WEALTH ADVISORS, LLC | Independent wealth | Jul 2, 2013 | Jul 10, 2013 | no | NEW YORK, NY|MELVILLE, NY | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Mar 5, 2009 | Jul 5, 2013 | no | HOLMDEL, NJ|NEW YORK, NY | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jul 2, 2002 | Jun 29, 2007 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERICAN PORTFOLIOS ADVISORS, INC | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | Nov 1, 2022 | Nov 1, 2022 | 0 | Firm change | Ibd to RIA |
| LANTERN WEALTH ADVISORS, LLC | AMERICAN PORTFOLIOS ADVISORS, INC | Jul 10, 2013 | Jul 26, 2013 | 16 | Firm change | Other |
| OSAIC WEALTH, INC. | LANTERN WEALTH ADVISORS, LLC | Jul 5, 2013 | Jul 2, 2013 | -3 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | OSAIC WEALTH, INC. | Jun 29, 2007 | Mar 5, 2009 | 615 | Firm change after gap | Other |