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Advisor at HFP INVESTMENTS
COLUMBIA, MO
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 |
|---|---|---|---|---|---|---|
| HFP INVESTMENTS | State registered | Aug 12, 2021 | n/a | yes | COLUMBIA, MO | Current employment |
| SOUND INCOME STRATEGIES, LLC | Independent wealth | Feb 28, 2020 | May 18, 2021 | no | Columbia, MO|FORT LAUDERDALE, FL | Previous registration |
| SECURE INVESTMENT MANAGEMENT, LLC | Independent wealth | May 8, 2017 | Mar 5, 2019 | no | Columbia, MO|TUCSON, AZ | Previous registration |
| FIRST ADVISORS NATIONAL, LLC | Independent wealth | Oct 14, 2016 | Apr 25, 2017 | no | Centralia, MO | Previous registration |
| GEBHARDT GROUP, INC | Independent wealth | May 3, 2016 | Jan 24, 2017 | no | Columbia, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SOUND INCOME STRATEGIES, LLC | HFP INVESTMENTS | May 18, 2021 | Aug 12, 2021 | 86 | Firm change | RIA to state RIA |
| SECURE INVESTMENT MANAGEMENT, LLC | SOUND INCOME STRATEGIES, LLC | Mar 5, 2019 | Feb 28, 2020 | 360 | Firm change | RIA to RIA |
| FIRST ADVISORS NATIONAL, LLC | SECURE INVESTMENT MANAGEMENT, LLC | Apr 25, 2017 | May 8, 2017 | 13 | Firm change | Other |
| GEBHARDT GROUP, INC | FIRST ADVISORS NATIONAL, LLC | Jan 24, 2017 | Oct 14, 2016 | -102 | Firm change after gap | Other |