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Advisor at SAFE FUTURE WEALTH PARTNERS LLC
NOVI, MI
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 |
|---|---|---|---|---|---|---|
| SAFE FUTURE WEALTH PARTNERS LLC | State registered | Jun 10, 2026 | n/a | yes | NOVI, MI | Current employment |
| APOGEE WEALTH MANAGEMENT | n/a | Feb 13, 2025 | May 27, 2025 | no | NORTHVILLE, MI | Previous registration |
| INTEGRATED CAPITAL MANAGEMENT | Independent wealth | Jun 2, 2022 | Jul 28, 2022 | no | BLOOMFIELD HILLS, MI | Previous registration |
| PARAGON RETIREMENT PLANNING, INC. | State registered | Jan 31, 2022 | Jun 2, 2022 | no | TROY, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| APOGEE WEALTH MANAGEMENT | SAFE FUTURE WEALTH PARTNERS LLC | May 27, 2025 | Jun 10, 2026 | 379 | Firm change | Other |
| INTEGRATED CAPITAL MANAGEMENT | APOGEE WEALTH MANAGEMENT | Jul 28, 2022 | Feb 13, 2025 | 931 | Firm change after gap | Other |
| PARAGON RETIREMENT PLANNING, INC. | INTEGRATED CAPITAL MANAGEMENT | Jun 2, 2022 | Jun 2, 2022 | 0 | Firm change | Other |