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Advisor at DRS FINANCIAL PARTNERS LLC
SAN JOSE, 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 |
|---|---|---|---|---|---|---|
| DRS FINANCIAL PARTNERS LLC | State registered | Dec 22, 2020 | n/a | yes | SAN JOSE, CA | Current employment |
| CLEARPATH CAPITAL PARTNERS LLC | Independent wealth | Mar 15, 2016 | Dec 21, 2020 | no | San Francisco, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLEARPATH CAPITAL PARTNERS LLC | DRS FINANCIAL PARTNERS LLC | Dec 21, 2020 | Dec 22, 2020 | 1 | Firm change | RIA to state RIA |