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Advisor at CREO GLOBAL CAPITAL LLC
ANN ARBOR, 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 |
|---|---|---|---|---|---|---|
| CREO GLOBAL CAPITAL LLC | State registered | Mar 15, 2022 | n/a | yes | ANN ARBOR, MI | Current employment |
| CREO GLOBAL CAPITAL LLC | State registered | May 2, 2013 | Dec 31, 2020 | no | ANN ARBOR, MI | Previous registration |
| MCDONALD PARTNERS LLC | Independent wealth | Jan 5, 2011 | Dec 10, 2012 | no | CLEVELAND, OH|CLEVELAND, OH|ANN ARBOR, MI | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 19, 2002 | Jun 16, 2006 | no | ANN ARBOR, MI|ANN ARBOR, MI | Previous registration |
| CAPTRUST FINANCIAL ADVISORS, LLC | n/a | Nov 7, 2000 | Jun 27, 2002 | no | ANN ARBOR, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MCDONALD PARTNERS LLC | CREO GLOBAL CAPITAL LLC | Dec 10, 2012 | May 2, 2013 | 143 | Firm change | Other |
| WELLS FARGO ADVISORS | MCDONALD PARTNERS LLC | Jun 16, 2006 | Jan 5, 2011 | 1,664 | Firm change after gap | Other |
| CAPTRUST FINANCIAL ADVISORS, LLC | WELLS FARGO ADVISORS | Jun 27, 2002 | Jun 19, 2002 | -8 | Bulk transfer | Other |