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Advisor at CEDAR POINT CAPITAL PARTNERS, LLC
CEDAR RAPIDS, IA
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 |
|---|---|---|---|---|---|---|
| CEDAR POINT CAPITAL PARTNERS, LLC | Independent wealth | Feb 3, 2022 | n/a | yes | CEDAR RAPIDS, IA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Mar 2, 2020 | Jan 31, 2022 | no | IOWA CITY, IA|Cedar Rapids, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | CEDAR POINT CAPITAL PARTNERS, LLC | Jan 31, 2022 | Feb 3, 2022 | 3 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8032:317532:IA:2022-01-31 | Jan 31, 2022 | Feb 3, 2022 | CEDAR RAPIDS, IA | Firm change |