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.

Current firm

A.G.P / ALLIANCE GLOBAL PARTNERS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 14, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

3

Exams

S65|S63

First exam

May 14, 1987

First registration

Oct 17, 2005

Dual registered

yes, broker-dealer

IAPD individual key

1088723

• Occurred

  Feb 28, 2025
  Advisor changed firm

  Jonathan Greene left Maxim Financial Advisors Llc for A.G.P / Alliance Global Partners (registered 2025-01-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:18b44669-4252-6bc5-3cf8-2b0226e375cb

First observed

Oct 17, 2005

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.