DFX Intelligence
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Reading the graph
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Advisor at W•••• P••• I••••••••• C•
Livonia, 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 |
|---|---|---|---|---|---|---|
| W•••• P••• I••••••••• C• | Independent wealth | Apr 6, 2022 | n/a | yes | Livonia, MI | Current employment |
| A••••• A•• P••••••• S••••••• | Bd affiliated wealth | Nov 2, 2017 | Nov 13, 2020 | no | ANN ARBOR, MI|ANN ARBOR, MI |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A••••• A•• P••••••• S••••••• | W•••• P••• I••••••••• C• | Nov 13, 2020 | Apr 6, 2022 | 509 | Firm change after gap | Ibd to RIA |
| W•••• F•••• A••••••• | A••••• A•• P••••••• S••••••• | Oct 30, 2017 | Nov 2, 2017 |
| W•••• F•••• A••••••• | Wirehouse | Aug 2, 2016 | Oct 30, 2017 | no | TROY, MI|NORTHVILLE, MI | Previous registration |
| 3 |
| Firm change |
| Other |