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Advisor at CARRERA CAPITAL ADVISORS
TROY, 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 |
|---|---|---|---|---|---|---|
| CARRERA CAPITAL ADVISORS | Independent wealth | Oct 6, 2025 | n/a | yes | TROY, MI | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 7, 2019 | Oct 7, 2025 | no | NEW YORK, NY|FARMINGTON HILLS, MI|Royal Oak, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CARRERA CAPITAL ADVISORS | Oct 7, 2025 | Oct 6, 2025 | -1 | Firm change | Wirehouse to RIA |