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Advisor at ASSET ALLOCATION STRATEGIES, LLC
FARMINGTON, MI | 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 |
|---|---|---|---|---|---|---|
| ASSET ALLOCATION STRATEGIES, LLC | Independent wealth | Aug 18, 2020 | n/a | yes | Novi, MI|FARMINGTON, MI | Current employment |
| GAINPLAN LLC | Independent wealth | Jun 8, 2015 | Jul 13, 2020 | no | BLOOMFIELD HILLS, MI | Previous registration |
| GHD WEALTH MANAGEMENT, LLC | n/a | Aug 19, 2011 | May 14, 2015 | no | ST.CLAIR SHORES, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GAINPLAN LLC | ASSET ALLOCATION STRATEGIES, LLC | Jul 13, 2020 | Aug 18, 2020 | 36 | Firm change | RIA to RIA |
| GHD WEALTH MANAGEMENT, LLC | GAINPLAN LLC | May 14, 2015 | Jun 8, 2015 | 25 | Firm change | Other |