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Advisor at AFFINITY WEALTH MANAGEMENT, LLC
PLYMOUTH, 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 |
|---|---|---|---|---|---|---|
| AFFINITY WEALTH MANAGEMENT, LLC | State registered | Oct 20, 2025 | n/a | yes | PLYMOUTH, MI | Current employment |
| AUREUM WEALTH MANAGEMENT, LLC | Independent wealth | May 1, 2019 | Nov 20, 2025 | no | NORTH PALM BEACH, FL|PLYMOUTH, MI | Previous registration |
| BFC PLANNING, INC. | Bd affiliated wealth | Sep 15, 2014 | May 1, 2019 | no | PLYMOUTH, MI|CEDAR RAPIDS, IA | Previous registration |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | Oct 26, 2011 | Sep 15, 2014 | no | MINNEAPOLIS, MN | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Sep 30, 2011 | Nov 2, 2011 | no | Southfield, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AUREUM WEALTH MANAGEMENT, LLC | AFFINITY WEALTH MANAGEMENT, LLC | Nov 20, 2025 | Oct 20, 2025 | -31 | Firm change after gap | RIA to state RIA |
| BFC PLANNING, INC. | AUREUM WEALTH MANAGEMENT, LLC | May 1, 2019 | May 1, 2019 | 0 | Firm change | Ibd to RIA |
| QUESTAR ASSET MANAGEMENT, INC. | BFC PLANNING, INC. | Sep 15, 2014 | Sep 15, 2014 | 0 | Firm change | Other |
| MML INVESTORS SERVICES, LLC | QUESTAR ASSET MANAGEMENT, INC. | Nov 2, 2011 | Oct 26, 2011 | -7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 272027:338239:MI:2025-11-20 | Nov 20, 2025 | Oct 20, 2025 | PLYMOUTH, MI | Firm change after gap |