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Advisor at ST. BERNARD FINANCIAL SERVICES, INC.
Ft. Lauderdale, FL | RUSSELLVILLE, AR | Ft Lauderdale, 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 |
|---|---|---|---|---|---|---|
| ST. BERNARD FINANCIAL SERVICES, INC. | Bd affiliated wealth | Nov 30, 2023 | n/a | yes | Ft. Lauderdale, FL|Ft Lauderdale, FL|RUSSELLVILLE, AR|RUSSELLVILLE, AR | Current employment |
| IMPACT PARTNERSHIP WEALTH, LLC | Independent wealth | Feb 1, 2023 | Jun 6, 2023 | no | FORT LAUDERDALE, FL|MARIETTA, GA | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Sep 19, 2014 | Jan 17, 2023 | no | FORT LAUDERDALE, FL | Previous registration |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Oct 23, 2012 | Sep 4, 2014 | no | SAINT AUGUSTINE, FL|FORT LAUDERDALE, FL | Previous registration |
| H. BECK, INC. | Former SEC adviser | Nov 4, 2011 | Oct 19, 2012 | no | FORT LAUNDERDALE, FL|Rockville, MD | Previous registration |
| INVESTACORP ADVISORY SERVICES INC | Former SEC adviser | Dec 23, 2010 | Oct 27, 2011 | no | FT LAUDERDALE, FL|BOCA RATON, FL | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jun 16, 2010 | Dec 23, 2010 | no | BOCA RATON, FL | Previous registration |
| INVESTORS CAPITAL ADVISORY | Former SEC adviser | Jan 13, 2005 | May 27, 2010 | no | BOCA RATON, FL|GILFORD, NH|FORT LAUDERDALE, FL|MADISON, FL | Previous registration |
| EASTERN POINT ADVISORS INC. | n/a | Jun 6, 2001 | Dec 31, 2004 | no | FORT LAUDERDALE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IMPACT PARTNERSHIP WEALTH, LLC | ST. BERNARD FINANCIAL SERVICES, INC. | Jun 6, 2023 | Nov 30, 2023 | 177 | Firm change | RIA to ibd |
| AVANTAX ADVISORY SERVICES | IMPACT PARTNERSHIP WEALTH, LLC | Jan 17, 2023 | Feb 1, 2023 | 15 | Firm change | Ibd to RIA |
| NEXT FINANCIAL GROUP, INC. | AVANTAX ADVISORY SERVICES | Sep 4, 2014 | Sep 19, 2014 | 15 | Firm change | Other |
| H. BECK, INC. | NEXT FINANCIAL GROUP, INC. | Oct 19, 2012 | Oct 23, 2012 | 4 | Firm change | Other |
| INVESTACORP ADVISORY SERVICES INC | H. BECK, INC. | Oct 27, 2011 | Nov 4, 2011 | 8 | Firm change | Other |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | INVESTACORP ADVISORY SERVICES INC | Dec 23, 2010 | Dec 23, 2010 | 0 | Firm change | Other |
| INVESTORS CAPITAL ADVISORY | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | May 27, 2010 | Jun 16, 2010 | 20 | Firm change | Other |
| EASTERN POINT ADVISORS INC. | INVESTORS CAPITAL ADVISORY | Dec 31, 2004 | Jan 13, 2005 | 13 | Bulk transfer | Other |