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Advisor at BAMBOO WEALTH STRATEGIES
Mechanicsburg, PA | SAN DIEGO, 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 |
|---|---|---|---|---|---|---|
| BAMBOO WEALTH STRATEGIES | Independent wealth | Mar 23, 2017 | n/a | yes | SAN DIEGO, CA|Mechanicsburg, PA | Current employment |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jan 5, 2004 | Sep 9, 2014 | no | MURRIETA, CA|SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MSI FINANCIAL SERVICES, INC. | BAMBOO WEALTH STRATEGIES | Sep 9, 2014 | Mar 23, 2017 | 926 | Firm change after gap | Other |