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Advisor at PARAGON FINANCIAL PARTNERS
WOODLAND HILLS, 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 |
|---|---|---|---|---|---|---|
| PARAGON FINANCIAL PARTNERS | Independent wealth | Jun 24, 2011 | n/a | yes | WOODLAND HILLS, CA | Current employment |
| JVIF, LLC | Former SEC adviser | May 1, 2018 | Aug 6, 2018 | no | WOODLAND HILLS, CA | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Sep 9, 2009 | Jul 22, 2011 | no | LOS ANGELES, CA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 26, 1999 | Sep 14, 2009 | no | LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JVIF, LLC | n/a | Aug 6, 2018 | n/a | n/a | Departure no registered destination | Departure |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | PARAGON FINANCIAL PARTNERS | Jul 22, 2011 | Jun 24, 2011 | -28 | Firm change | Other |
| STRATEGIC ADVISERS LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Sep 14, 2009 | Sep 9, 2009 | -5 | Firm change | Other |