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Advisor at BG FINANCIAL ADVISORS, LLC
BEAUFORT, SC
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 |
|---|---|---|---|---|---|---|
| BG FINANCIAL ADVISORS, LLC | State registered | Jun 20, 2013 | n/a | yes | BEAUFORT, SC | Current employment |
| GENEOS WEALTH MANAGEMENT, INC. | Bd affiliated wealth | Dec 1, 2005 | Sep 3, 2013 | no | CAPITOLA, CA|ENGLEWOOD, CO|ENGLEWOOD, CO|Englewood, CO|GREENWOOD VILLAGE, CO | Previous registration |
| VALMARK ADVISERS, INC. | Bd affiliated wealth | Mar 26, 2001 | Dec 6, 2005 | no | CAPITOLA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | BG FINANCIAL ADVISORS, LLC | Sep 3, 2013 | Jun 20, 2013 | -75 | Firm change after gap | Other |
| VALMARK ADVISERS, INC. | GENEOS WEALTH MANAGEMENT, INC. | Dec 6, 2005 | Dec 1, 2005 | -5 | Firm change | Other |