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Advisor at MINISTRY PARTNERS SECURITIES, LLC
FRESNO, CA | Maumee, OH
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 |
|---|---|---|---|---|---|---|
| MINISTRY PARTNERS SECURITIES, LLC | State registered | Apr 29, 2026 | n/a | yes | FRESNO, CA|Maumee, OH | Current employment |
| HOWARD BAILEY SECURITIES, LLC | Independent wealth | Nov 9, 2023 | May 1, 2026 | no | Perrysburg, OH|FORT WAYNE, IN | Previous registration |
| ONEASCENT FINANCIAL SERVICES LLC | Independent wealth | Aug 28, 2018 | Aug 13, 2019 | no | Perrysburg, OH|BIRMINGHAM, AL | Previous registration |
| CAMELOT PORTFOLIOS, LLC | Independent wealth | May 2, 2013 | Aug 27, 2018 | no | MAUMEE, OH | Previous registration |
| GREENBERG GRAHAM ADVISORS LLC | Former SEC adviser | Oct 26, 2011 | Jul 18, 2013 | no | IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HOWARD BAILEY SECURITIES, LLC | MINISTRY PARTNERS SECURITIES, LLC | May 1, 2026 | Apr 29, 2026 | -2 | Firm change | RIA to state RIA |
| ONEASCENT FINANCIAL SERVICES LLC | HOWARD BAILEY SECURITIES, LLC | Aug 13, 2019 | Nov 9, 2023 | 1,549 | Firm change after gap | RIA to RIA |
| CAMELOT PORTFOLIOS, LLC | ONEASCENT FINANCIAL SERVICES LLC | Aug 27, 2018 | Aug 28, 2018 | 1 | Firm change | RIA to RIA |
| GREENBERG GRAHAM ADVISORS LLC | CAMELOT PORTFOLIOS, LLC | Jul 18, 2013 | May 2, 2013 | -77 | Firm change after gap | Other |