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Advisor at ON POINT CRNA
WASHINGTON, 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 |
|---|---|---|---|---|---|---|
| ON POINT CRNA | State registered | Jan 22, 2025 | n/a | yes | WASHINGTON, MI | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Nov 1, 2019 | Jan 29, 2021 | no | Novi, MI | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Feb 27, 2018 | Oct 16, 2019 | no | Novi, MI | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Feb 26, 2018 | Oct 16, 2019 | no | OMAHA, NE|NOVI, MI | Previous registration |
| SCOTTRADE INVESTMENT MANAGEMENT | Former SEC adviser | Feb 17, 2017 | Feb 26, 2018 | no | SAINT LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | ON POINT CRNA | Jan 29, 2021 | Jan 22, 2025 | 1,454 | Firm change after gap | Ibd to state RIA |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Oct 16, 2019 | Feb 27, 2018 | -596 | Channel change | Other |
| TD AMERITRADE, INC. | CHARLES SCHWAB & CO., INC. | Oct 16, 2019 | Nov 1, 2019 | 16 | Firm change | Other |
| SCOTTRADE INVESTMENT MANAGEMENT | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Feb 26, 2018 | Feb 26, 2018 | 0 | Bulk transfer | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111514:7870:MI:2019-10-03 | Oct 16, 2019 | Feb 27, 2018 | NOVI, MI | Firm change after gap |