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Advisor at GIRARD ADVISORY SERVICES, LLC
Fort Myers, 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 |
|---|---|---|---|---|---|---|
| GIRARD ADVISORY SERVICES, LLC | Independent wealth | Jan 27, 2016 | n/a | yes | Fort Myers, FL | Current employment |
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | Oct 31, 2012 | Jan 5, 2016 | no | CAPE CORAL, FL|FORT MYERS, FL | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | May 9, 2000 | Jul 31, 2012 | no | Naples, FL|FORT MYERS, FL|Fort Myers, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATOS WEALTH PARTNERS, LTD | GIRARD ADVISORY SERVICES, LLC | Jan 5, 2016 | Jan 27, 2016 | 22 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | STRATOS WEALTH PARTNERS, LTD | Jul 31, 2012 | Oct 31, 2012 | 92 | Firm change | Other |