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Advisor at JFS WEALTH ADVISORS, LLC
Pittsburgh, PA
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 |
|---|---|---|---|---|---|---|
| JFS WEALTH ADVISORS, LLC | Independent wealth | Jan 24, 2025 | n/a | yes | Pittsburgh, PA | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Jan 5, 2021 | Feb 11, 2025 | no | SAN RAFAEL, CA|Pittsburgh, PA | Previous registration |
| CBIZ RETIREMENT PLAN ADVISORY SERVICES | Institutional manager | Apr 6, 2017 | Feb 25, 2019 | no | CUMBERLAND, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | JFS WEALTH ADVISORS, LLC | Feb 11, 2025 | Jan 24, 2025 | -18 | Firm change | Other |
| CBIZ RETIREMENT PLAN ADVISORY SERVICES | GLOBAL RETIREMENT PARTNERS LLC | Feb 25, 2019 | Jan 5, 2021 | 680 | Firm change after gap | Other |