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Advisor at VIDA WEALTH PARTNERS, INC.
SANTA BARBARA, 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 |
|---|---|---|---|---|---|---|
| VIDA WEALTH PARTNERS, INC. | Independent wealth | Oct 12, 2006 | n/a | yes | SANTA BARBARA, CA | Current employment |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Nov 1, 2017 | Nov 13, 2017 | no | CORPUS CHRISTI, TX|SANTA BARBARA, CA|SANTA BARBARA, CA|EL SEGUNDO, CA | Previous registration |
| GIRARD SECURITIES, INC. | Former SEC adviser | Nov 9, 2004 | Nov 1, 2017 | no | SANTA BARBARA, CA|SANTA BARBARA, CA|SAN DIEGO, CA | Previous registration |
| WILLIAM JORDAN INVESTMENTS, INC. | n/a | Oct 6, 2003 | Dec 31, 2004 | no | LAGUNA HILLS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | n/a | Nov 13, 2017 | n/a | n/a | Departure no registered destination | Departure |
| GIRARD SECURITIES, INC. | VIDA WEALTH PARTNERS, INC. | Nov 1, 2017 | Oct 12, 2006 | -4,038 | Firm change after gap | Other |
| WILLIAM JORDAN INVESTMENTS, INC. | GIRARD SECURITIES, INC. | Dec 31, 2004 | Nov 9, 2004 | -52 | Firm change after gap | Other |