DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BRIDGE THE GAP RETIREMENT PLANNERS
SIMI VALLEY, CA
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 |
|---|---|---|---|---|---|---|
| BRIDGE THE GAP RETIREMENT PLANNERS | State registered | Jul 12, 2022 | n/a | yes | SIMI VALLEY, CA | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | May 24, 2016 | Aug 17, 2021 | no | Thousand Oaks, CA|Woodland Hills, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | BRIDGE THE GAP RETIREMENT PLANNERS | Aug 17, 2021 | Jul 12, 2022 | 329 | Firm change | Ibd to state RIA |