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Advisor at VIMA, LLC
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 |
|---|---|---|---|---|---|---|
| VIMA, LLC | Independent wealth | Feb 23, 2026 | n/a | yes | TROY, MI | Current employment |
| MODERN CAPITAL ADVISORS, LLC | Independent wealth | Jan 23, 2012 | Oct 30, 2014 | no | ROCHESTER HILLS, MI|RALEIGH, NC | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 17, 2010 | Dec 22, 2011 | no | ROCHESTER, MI|ROCHESTER HILLS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MODERN CAPITAL ADVISORS, LLC | VIMA, LLC | Oct 30, 2014 | Feb 23, 2026 | 4,134 | Firm change after gap | Other |
| LPL FINANCIAL LLC | MODERN CAPITAL ADVISORS, LLC | Dec 22, 2011 | Jan 23, 2012 | 32 | Firm change | Other |