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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 | Feb 3, 2022 | n/a | yes | CEDAR RAPIDS, IA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Feb 3, 2014 | Feb 1, 2022 | no | SAN DIEGO, CA|Marion, IA|HIAWATHA, IA|Cedar Rapids, IA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 9, 2010 | Feb 4, 2014 | no | MARION, IA|IOWA CITY, IA|CEDAR RAPIDS, IA|CEDAR RAPIDS, IA|CEDAR RAPIDS, IA | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Sep 9, 2009 | Oct 29, 2010 | no | JOHNSTON, IA|WILLIAMSBURG, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | CEDAR POINT CAPITAL PARTNERS, LLC | Feb 1, 2022 | Feb 3, 2022 | 2 | Firm change | Ibd to new firm |
| LPL FINANCIAL LLC | COMMONWEALTH FINANCIAL NETWORK | Feb 4, 2014 | Feb 3, 2014 | -1 | Firm change | Other |
| THRIVENT INVESTMENT MANAGEMENT INC. | LPL FINANCIAL LLC | Oct 29, 2010 | Dec 9, 2010 | 41 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8032:317532:IA:2022-01-31 | Feb 1, 2022 | Feb 3, 2022 | CEDAR RAPIDS, IA | Firm change |