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Advisor at CPR INVESTMENTS INC
ROCHESTER, MI | PORTLAND, OR
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 |
|---|---|---|---|---|---|---|
| CPR INVESTMENTS INC | Independent wealth | Jan 1, 2025 | n/a | yes | ROCHESTER, MI|PORTLAND, OR | Current employment |
| HBW ADVISORY SERVICES LLC | Independent wealth | Dec 13, 2007 | Apr 4, 2016 | no | SIMI VALLEY, CA|PORTLAND, OR | Previous registration |
| AMERICAN GENERAL SECURITIES INCORPORATED | n/a | Aug 9, 2005 | Dec 31, 2005 | no | HOUSTON, TX|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HBW ADVISORY SERVICES LLC | CPR INVESTMENTS INC | Apr 4, 2016 | Jan 1, 2025 | 3,194 | Firm change after gap | Other |
| AMERICAN GENERAL SECURITIES INCORPORATED | HBW ADVISORY SERVICES LLC | Dec 31, 2005 | Dec 13, 2007 | 712 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 143665:139067:OR:2016-04-04 | Apr 4, 2016 | Jan 1, 2025 | PORTLAND, OR | Firm change after gap |