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Advisor at BFC PLANNING, INC.
CEDAR RAPIDS, IA | Denton, 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 |
|---|---|---|---|---|---|---|
| BFC PLANNING, INC. | Bd affiliated wealth | Jan 3, 2017 | n/a | yes | CEDAR RAPIDS, IA|Denton, TX | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Feb 1, 2013 | Jan 10, 2017 | no | COLLEYVILLE, TX | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Oct 6, 2011 | Feb 22, 2013 | no | ADDISON, TX|SOUTHLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | BFC PLANNING, INC. | Jan 10, 2017 | Jan 3, 2017 | -7 | Firm change | Other |
| MML INVESTORS SERVICES, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Feb 22, 2013 | Feb 1, 2013 | -21 | Firm change | Other |