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Advisor at BODNAR FINANCIAL ADVISORS, INC.
FLORHAM PARK, NJ
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 |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 4, 2022 | n/a | yes | FLORHAM PARK, NJ | Current employment |
| BODNAR FINANCIAL ADVISORS, INC. | State registered | Dec 6, 2021 | n/a | yes | FLORHAM PARK, NJ | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jan 11, 2021 | Aug 8, 2022 | no | Florham Park, NJ | Previous registration |
| WBI INVESTMENTS, LLC | Independent wealth | Feb 19, 2009 | Dec 1, 2020 | no | Red Bank, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | BODNAR FINANCIAL ADVISORS, INC. | Aug 8, 2022 | Dec 6, 2021 | -245 | Firm change after gap | Ibd to state RIA |
| WBI INVESTMENTS, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Dec 1, 2020 | Jan 11, 2021 | 41 | Firm change | RIA to ibd |