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Advisor at GREEN ERA FINANCIAL LLC
CLEARWATER, FL
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 |
|---|---|---|---|---|---|---|
| GREEN ERA FINANCIAL LLC | State registered | Mar 14, 2023 | n/a | yes | CLEARWATER, FL | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Aug 11, 2021 | Mar 16, 2023 | no | South Jordan, UT|Clearwarter, FL | Previous registration |
| KNR WEALTH MANAGEMENT, INC. | n/a | Mar 2, 2018 | Aug 5, 2021 | no | LAGUNA NIGUEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | GREEN ERA FINANCIAL LLC | Mar 16, 2023 | Mar 14, 2023 | -2 | Firm change | Ibd to state RIA |
| KNR WEALTH MANAGEMENT, INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Aug 5, 2021 | Aug 11, 2021 | 6 | Firm change | Other |