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Reading the graph
Advisor at INDEPENDENT FINANCIAL PARTNERS
Glendale, CA
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 |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Mar 21, 2022 | n/a | yes | Glendale, CA | Current employment |
| VERUS CAPITAL PARTNERS, LLC | Independent wealth | May 23, 2017 | Oct 16, 2020 | no | NORTHRIDGE, CA|VAN NUYS, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 15, 2016 | May 2, 2017 | no | THOUSAND OAKS, CA|OXNARD, CA|WOODLAND HILLS, CA|WESTLAKE VILLAGE, CA|PORT HUENEME, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VERUS CAPITAL PARTNERS, LLC | INDEPENDENT FINANCIAL PARTNERS | Oct 16, 2020 | Mar 21, 2022 | 521 | Firm change after gap | RIA to ibd |
| LPL FINANCIAL LLC | VERUS CAPITAL PARTNERS, LLC | May 2, 2017 | May 23, 2017 | 21 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:151568:CA:2017-05-02 | May 2, 2017 | May 23, 2017 | PORT HUENEME, CA | Firm change |