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Advisor at CETERA PLANNING PARTNERS
Muskegon, MI | LEAWOOD, KS
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 |
|---|---|---|---|---|---|---|
| CETERA PLANNING PARTNERS | Independent wealth | Aug 14, 2025 | n/a | yes | LEAWOOD, KS|Muskegon, MI | Current employment |
| FIRST FINANCIAL ADVISORS INC | Former SEC adviser | Apr 21, 2011 | Sep 18, 2025 | no | MUSKEGON, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST FINANCIAL ADVISORS INC | CETERA PLANNING PARTNERS | Sep 18, 2025 | Aug 14, 2025 | -35 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106040:129625:MI:2025-09-09 | Sep 18, 2025 | Aug 14, 2025 | MUSKEGON, MI | Firm change after gap |