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Advisor at ASSUREDPARTNERS INVESTMENT ADVISORS
DeWitt, 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 |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS INVESTMENT ADVISORS | Mixed wealth | Jan 1, 2026 | n/a | yes | DeWitt, MI | Current employment |
| CHESME CAPITAL MANAGEMENT | Former SEC adviser | Jul 31, 2018 | Nov 26, 2024 | no | DEWITT, MI | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jun 22, 2018 | Jul 17, 2018 | no | Dexter, MI | Previous registration |
| INVESTMENT PROFESSIONALS, INC. | Former SEC adviser | Dec 9, 2014 | Jul 17, 2018 | no | CHELSEA, MI|SAN ANTONIO, TX|Chelsea, MI|SAN ANTONIO, TX|KANSAS CITY, MO|Downers Grove, IL|Dexter, MI|Chelsea, MI | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Dec 20, 2012 | Dec 1, 2014 | no | OWOSSO, MI|CHESANING, MI|DURAND, MI|OKEMOS, MI|PINCKNEY, MI|BRIGHTON, MI | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Apr 29, 2009 | Dec 14, 2012 | no | EAST LANSING, MI|EAST LANSING, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHESME CAPITAL MANAGEMENT | ASSUREDPARTNERS INVESTMENT ADVISORS | Nov 26, 2024 | Jan 1, 2026 | 401 | Firm change after gap | RIA to RIA |
| INVESTMENT PROFESSIONALS, INC. | AMERIPRISE FINANCIAL SERVICES, LLC | Jul 17, 2018 | Jun 22, 2018 | -25 | Channel change | Ibd to ibd |
| AMERIPRISE FINANCIAL SERVICES, LLC | CHESME CAPITAL MANAGEMENT | Jul 17, 2018 | Jul 31, 2018 | 14 | Firm change | Other |
| CITIZENS SECURITIES, INC. | INVESTMENT PROFESSIONALS, INC. | Dec 1, 2014 | Dec 9, 2014 | 8 | Firm change | Other |
| WELLS FARGO ADVISORS | CITIZENS SECURITIES, INC. | Dec 14, 2012 | Dec 20, 2012 | 6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 288631:309550:MI:2024-11-26 | Nov 26, 2024 | Jan 1, 2026 | DEWITT, MI | Firm change after gap |