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Advisor at GREEN ERA FINANCIAL LLC
CLEARWATER, 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 |
|---|---|---|---|---|---|---|
| GREEN ERA FINANCIAL LLC | State registered | Feb 8, 2023 | n/a | yes | CLEARWATER, FL | Current employment |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Oct 13, 2021 | May 16, 2022 | no | Clearwater, FL | Previous registration |
| MARGO PARK FINANCIAL | State registered | Jul 3, 2019 | Sep 10, 2021 | no | Los Angeles, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS, LLC | GREEN ERA FINANCIAL LLC | May 16, 2022 | Feb 8, 2023 | 268 | Firm change | Ibd to state RIA |
| MARGO PARK FINANCIAL | TRANSAMERICA FINANCIAL ADVISORS, LLC | Sep 10, 2021 | Oct 13, 2021 | 33 | Firm change | Other |