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Advisor at CAMBRIDGE RETIREMENT PARTNERS
COLLEGE PARK, GA
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 |
|---|---|---|---|---|---|---|
| CAMBRIDGE RETIREMENT PARTNERS | Institutional manager | Jan 6, 2012 | n/a | yes | COLLEGE PARK, GA | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Nov 21, 2008 | Dec 2, 2008 | no | ATLANTA, GA | Previous registration |
| CAMBRIDGE RETIREMENT PARTNERS | Institutional manager | Nov 19, 2008 | Dec 31, 2011 | no | COLLEGE PARK, GA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Sep 13, 2005 | Jul 24, 2006 | no | DAYTONA BEACH, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 3, 2003 | Sep 1, 2005 | no | ATLANTA, GA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Mar 31, 2003 | Oct 10, 2003 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE RETIREMENT PARTNERS | EQUITABLE ADVISORS, LLC | Dec 31, 2011 | Nov 21, 2008 | -1,135 | Firm change after gap | Other |
| EQUITABLE ADVISORS, LLC | CAMBRIDGE RETIREMENT PARTNERS | Dec 2, 2008 | Jan 6, 2012 | 1,130 | Firm change after gap | Other |
| UBS FINANCIAL SERVICES INC. | CAMBRIDGE RETIREMENT PARTNERS | Jul 24, 2006 | Nov 19, 2008 | 849 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | UBS FINANCIAL SERVICES INC. | Sep 1, 2005 | Sep 13, 2005 | 12 | Firm change | Wirehouse to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | WELLS FARGO ADVISORS | Oct 10, 2003 | Oct 3, 2003 | -7 | Firm change | Other |