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Advisor at EMBARK FINANCIAL PARTNERS
MUSKEGON, MI | GRAND RAPIDS, 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 |
|---|---|---|---|---|---|---|
| EMBARK FINANCIAL PARTNERS | State registered | Aug 26, 2022 | n/a | yes | MUSKEGON, MI | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 21, 2021 | n/a | yes | MUSKEGON, MI|GRAND RAPIDS, MI | Current employment |
| WADDELL & REED | Former SEC adviser | Jul 27, 2017 | Jul 21, 2021 | no | MUSKEGON, MI|GRAND RAPIDS, MI|HAMDEN, CT|MUSKEGON, MI|GRAND RAPIDS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WADDELL & REED | LPL FINANCIAL LLC | Jul 21, 2021 | Jul 21, 2021 | 0 | Bulk transfer | Ibd to ibd |