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Advisor at GUARDIAN WEALTH PARTNERS, LLC
NORTH TUSTIN, CA | NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| GUARDIAN WEALTH PARTNERS, LLC | Independent wealth | Sep 10, 2026 | n/a | yes | NORTH TUSTIN, CA | Current employment |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Sep 10, 2026 | n/a | yes | NEW YORK, NY|NORTH TUSTIN, CA | Current employment |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Apr 19, 2013 | Jun 23, 2026 | no | IRVINE, CA|COHOES, NY|ALBANY, NY|Newport Beach, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS WEALTH SERVICES, L.P. | GUARDIAN WEALTH PARTNERS, LLC | Jun 23, 2026 | Sep 10, 2026 | 79 | Firm change | Ibd to RIA |