DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GUIDESTONE ADVISORS
DALLAS, TX
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 |
|---|---|---|---|---|---|---|
| GUIDESTONE ADVISORS | Independent wealth | Jun 7, 2021 | n/a | yes | DALLAS, TX | Current employment |
| INSPIRE INVESTING, LLC | Asset manager | Jul 10, 2020 | May 20, 2021 | no | MERIDIAN, ID|Silver Spring, MD | Previous registration |
| UPRIGHT FINANCIAL, LLC | n/a | Aug 28, 2018 | Mar 2, 2020 | no | Rockville, MD|SILVER SPRING, MD | Previous registration |
| ARTHUR STEIN FINANCIAL, LLC | Former SEC adviser | Feb 20, 2018 | Jul 16, 2018 | no | BETHESDA, MD | Previous registration |
| GUIDESTONE ADVISORS | Independent wealth | Sep 14, 2009 | Jan 31, 2018 | no | DALLAS, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 22, 2007 | Aug 19, 2008 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INSPIRE INVESTING, LLC | GUIDESTONE ADVISORS | May 20, 2021 | Jun 7, 2021 | 18 | Firm change | Other |
| UPRIGHT FINANCIAL, LLC | INSPIRE INVESTING, LLC | Mar 2, 2020 | Jul 10, 2020 | 130 | Firm change | Other |
| ARTHUR STEIN FINANCIAL, LLC | UPRIGHT FINANCIAL, LLC | Jul 16, 2018 | Aug 28, 2018 | 43 | Firm change | Other |
| GUIDESTONE ADVISORS | ARTHUR STEIN FINANCIAL, LLC | Jan 31, 2018 | Feb 20, 2018 | 20 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | GUIDESTONE ADVISORS | Aug 19, 2008 | Sep 14, 2009 | 391 | Firm change | Wirehouse to new firm |