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Reading the graph
Advisor at SAFE HARBOR FIDUCIARY, LLC
PENSACOLA, 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 |
|---|---|---|---|---|---|---|
| SAFE HARBOR FIDUCIARY, LLC | Independent wealth | Aug 19, 2015 | n/a | yes | PENSACOLA, FL | Current employment |
| CLEARPOINT CAPITAL MANAGEMENT LLC | n/a | Feb 19, 2013 | Apr 30, 2015 | no | MOBILE, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLEARPOINT CAPITAL MANAGEMENT LLC | SAFE HARBOR FIDUCIARY, LLC | Apr 30, 2015 | Aug 19, 2015 | 111 | Firm change | Other |