DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at INTEGRAS PARTNERS, LLC
HUDSON, MA | ALPHARETTA, GA | BRADENTON, FL
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 |
|---|---|---|---|---|---|---|
| INTEGRAS PARTNERS, LLC | Independent wealth | Jan 6, 2015 | n/a | yes | ALPHARETTA, GA|HUDSON, MA|BRADENTON, FL | Current employment |
| BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | Bd affiliated wealth | Mar 30, 2010 | Dec 31, 2015 | no | Alpharetta, GA|ATLANTA, GA|Cedar Rapids, IA | Previous registration |
| ESI FINANCIAL ADVISORS | Independent wealth | Mar 17, 2005 | Mar 31, 2010 | no | SANDY SPRINGS, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | INTEGRAS PARTNERS, LLC | Dec 31, 2015 | Jan 6, 2015 | -359 | Firm change after gap | Other |
| ESI FINANCIAL ADVISORS | BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | Mar 31, 2010 | Mar 30, 2010 | -1 | Firm change | Other |