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Advisor at STEWARDSHIP TRUST ADVISORS
GRANDVILLE, 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 |
|---|---|---|---|---|---|---|
| STEWARDSHIP TRUST ADVISORS | Independent wealth | Jun 28, 2023 | n/a | yes | GRANDVILLE, MI | Current employment |
| STEWARDSHIP ADVISORY GROUP, LLC | Independent wealth | Mar 27, 2013 | Jul 31, 2023 | no | BYRON CENTER, MI|CLERMONT, FL | Previous registration |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Independent wealth | Mar 2, 2011 | Oct 3, 2014 | no | BYRON CENTER, MI|GRAND RAPIDS, MI | Previous registration |
| QA3 FINANCIAL LLC | n/a | Jul 9, 2010 | Feb 11, 2011 | no | GRAND RAPIDS, MI | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 23, 2001 | Jun 28, 2010 | no | GRAND RAPIDS, MI|GRAND RAPIDS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STEWARDSHIP ADVISORY GROUP, LLC | STEWARDSHIP TRUST ADVISORS | Jul 31, 2023 | Jun 28, 2023 | -33 | Firm change after gap | RIA to RIA |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | STEWARDSHIP ADVISORY GROUP, LLC | Oct 3, 2014 | Mar 27, 2013 | -555 | Firm change after gap | Other |
| QA3 FINANCIAL LLC | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Feb 11, 2011 | Mar 2, 2011 | 19 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | QA3 FINANCIAL LLC | Jun 28, 2010 | Jul 9, 2010 | 11 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165710:121348:FL:2023-07-31 | Jul 31, 2023 | Jun 28, 2023 | CLERMONT, FL | Firm change after gap |