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Advisor at BFC PLANNING, INC.
CEDAR RAPIDS, IA | Liberty, IN
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 |
|---|---|---|---|---|---|---|
| BFC PLANNING, INC. | Bd affiliated wealth | Jul 15, 2019 | n/a | yes | CEDAR RAPIDS, IA|Liberty, IN | Current employment |
| SANDLAPPER WEALTH MANAGEMENT, LLC | Former SEC adviser | Aug 5, 2016 | Jul 12, 2019 | no | Liberty, IN|GREENVILLE, SC | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Jun 9, 2005 | Aug 4, 2016 | no | LIBERTY, IN|FISHERS, IN|RICHMOND, IN|OVERLAND PARK, KS|RICHMOND, IN|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SANDLAPPER WEALTH MANAGEMENT, LLC | BFC PLANNING, INC. | Jul 12, 2019 | Jul 15, 2019 | 3 | Firm change | RIA to ibd |
| VSR ADVISORY SERVICES | SANDLAPPER WEALTH MANAGEMENT, LLC | Aug 4, 2016 | Aug 5, 2016 | 1 | Firm change | Other |