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Advisor at FIRST COMMAND ADVISORY SERVICES
Jenison, MI | FORT WORTH, TX
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 |
|---|---|---|---|---|---|---|
| FIRST COMMAND ADVISORY SERVICES | Bd affiliated wealth | Dec 8, 2022 | n/a | yes | FORT WORTH, TX|Jenison, MI | Current employment |
| MCDONALD PARTNERS LLC | Independent wealth | Nov 16, 2021 | Nov 23, 2022 | no | Jenison, MI|CLEVELAND, OH|CLEVELAND, OH | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Sep 28, 2018 | Nov 8, 2021 | no | Grand Rapids, MI|Grand Rapids, MI|Grand Rapids, MI | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Nov 30, 2016 | Oct 2, 2018 | no | Grand Rapids, MI | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Mar 4, 2010 | Nov 30, 2016 | no | Grand Rapids, MI | Previous registration |
| NATCITY INVESTMENTS, INC. | n/a | Jan 27, 2006 | Jul 29, 2008 | no | GRAND RAPIDS, MI|GRAND RAPIDS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MCDONALD PARTNERS LLC | FIRST COMMAND ADVISORY SERVICES | Nov 23, 2022 | Dec 8, 2022 | 15 | Firm change | RIA to ibd |
| RAYMOND JAMES & ASSOCIATES, INC. | MCDONALD PARTNERS LLC | Nov 8, 2021 | Nov 16, 2021 | 8 | Firm change | Ibd to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | RAYMOND JAMES & ASSOCIATES, INC. | Oct 2, 2018 | Sep 28, 2018 | -4 | Firm change | Ibd to ibd |
| RAYMOND JAMES & ASSOCIATES, INC. | AMERIPRISE FINANCIAL SERVICES, LLC | Nov 30, 2016 | Nov 30, 2016 | 0 | Firm change | Ibd to ibd |
| NATCITY INVESTMENTS, INC. | RAYMOND JAMES & ASSOCIATES, INC. | Jul 29, 2008 | Mar 4, 2010 | 583 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:705:MI:2018-10-02 | Oct 2, 2018 | Sep 28, 2018 | GRAND RAPIDS, MI | Firm change |