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Advisor at ECONOMIC RESEARCH AND INSURANCE SOLUTIONS, LLC
CHULA VISTA, 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 |
|---|---|---|---|---|---|---|
| ECONOMIC RESEARCH AND INSURANCE SOLUTIONS, LLC | State registered | Jan 5, 2026 | n/a | yes | CHULA VISTA, CA | Current employment |
| ECONOMIC RESEARCH AND INSURANCE SOLUTIONS, LLC | State registered | Nov 4, 2010 | Dec 31, 2010 | no | CHULA VISTA, CA | Previous registration |
| ECONOMIC RESEARCH AND INSURANCE SOLUTIONS, LLC | State registered | Mar 20, 2008 | Dec 31, 2009 | no | SAN DIEGO, CA | Previous registration |
| GREENBOOK INVESTMENT MANAGEMENT, INC. | n/a | Mar 3, 2005 | Sep 21, 2007 | no | SAN DIEGO, CA | Previous registration |
| XELAN FINANCIAL PLANNING, INC. | n/a | May 10, 2004 | Dec 31, 2004 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GREENBOOK INVESTMENT MANAGEMENT, INC. | ECONOMIC RESEARCH AND INSURANCE SOLUTIONS, LLC | Sep 21, 2007 | Mar 20, 2008 | 181 | Firm change | Other |
| XELAN FINANCIAL PLANNING, INC. | GREENBOOK INVESTMENT MANAGEMENT, INC. | Dec 31, 2004 | Mar 3, 2005 | 62 | Firm change | Other |