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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 | Nov 1, 2023 | n/a | yes | CEDAR RAPIDS, IA | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Apr 12, 2016 | Nov 7, 2023 | no | CEDAR RAPIDS, IA|OMAHA, NE|CEDAR RAPIDS, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | CEDAR POINT CAPITAL PARTNERS, LLC | Nov 7, 2023 | Nov 1, 2023 | -6 | Firm change | Ibd to RIA |