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Advisor at FLIP FLOPS AND PEARLS FINANCIAL PLANNING
MOUNT PLEASANT, SC
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 |
|---|---|---|---|---|---|---|
| FLIP FLOPS AND PEARLS FINANCIAL PLANNING | State registered | Apr 20, 2020 | n/a | yes | MOUNT PLEASANT, SC | Current employment |
| OPAL WEALTH ADVISORS, LLC | Independent wealth | Oct 14, 2019 | Jan 10, 2020 | no | Mount Pleasant, SC|JERICHO, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPAL WEALTH ADVISORS, LLC | FLIP FLOPS AND PEARLS FINANCIAL PLANNING | Jan 10, 2020 | Apr 20, 2020 | 101 | Firm change | RIA to state RIA |