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Advisor at WESPAC ADVISORS, LLC
Incline Village, NV
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 |
|---|---|---|---|---|---|---|
| WESPAC ADVISORS, LLC | Other adviser | Jan 21, 2010 | n/a | yes | Incline Village, NV | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Sep 23, 2014 | Sep 14, 2020 | no | PHOENIX, AZ|SAN RAFAEL, CA | Previous registration |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Nov 30, 2009 | Nov 17, 2014 | no | SCOTTSDALE, AZ|PHOENIX, AZ|SAN RAFAEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | n/a | Sep 14, 2020 | n/a | n/a | Departure no registered destination | Departure |
| FINANCIAL TELESIS, INC. | WESPAC ADVISORS, LLC | Nov 17, 2014 | Jan 21, 2010 | -1,761 | Firm change after gap | Other |