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Reading the graph
Advisor at INDEPENDENT FINANCIAL PARTNERS
Jacksonville, 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 |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | May 26, 2009 | n/a | yes | Jacksonville, FL | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 8, 2009 | Dec 9, 2009 | no | SAN DIEGO, CA|JACKSONVILLE, FL|TAMPA, FL | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Mar 7, 2001 | Nov 28, 2008 | no | JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | n/a | Dec 9, 2009 | n/a | n/a | Departure no registered destination | Departure |
| CITIGROUP GLOBAL MARKETS INC. | INDEPENDENT FINANCIAL PARTNERS | Nov 28, 2008 | May 26, 2009 | 179 | Firm change | Other |