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Advisor at ADVISORY ALPHA, LLC
HOLLAND, MI | Southfield, 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 |
|---|---|---|---|---|---|---|
| ADVISORY ALPHA, LLC | Independent wealth | Apr 30, 2024 | n/a | yes | Southfield, MI|Southfield, MI|HOLLAND, MI | Current employment |
| PLANNERS ALLIANCE | Former SEC adviser | Oct 5, 2018 | Sep 15, 2020 | no | Southfield, MI|HOLLAND, MI | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Dec 3, 2010 | Sep 19, 2018 | no | Southfield, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PLANNERS ALLIANCE | ADVISORY ALPHA, LLC | Sep 15, 2020 | Apr 30, 2024 | 1,323 | Firm change after gap | RIA to RIA |
| AVANTAX ADVISORY SERVICES | PLANNERS ALLIANCE | Sep 19, 2018 | Oct 5, 2018 | 16 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 290575:158282:MI:2020-09-15 | Sep 15, 2020 | Apr 30, 2024 | HOLLAND, MI | Firm change after gap |