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Advisor at SKYSAIL WEALTH MANAGEMENT LLC
SPRING LAKE, 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 |
|---|---|---|---|---|---|---|
| SKYSAIL WEALTH MANAGEMENT LLC | State registered | Jan 1, 2026 | n/a | yes | SPRING LAKE, MI | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Mar 25, 2017 | Nov 11, 2020 | no | GRAND RAPIDS, MI|Grand Rapids, MI | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Feb 8, 2012 | Mar 25, 2017 | no | GRAND RAPIDS, MI|GRAND RAPIDS, MI | Previous registration |
| MORGAN STANLEY | Wirehouse | Apr 12, 2011 | Feb 1, 2012 | no | East Lansing, MI|GRAND RAPIDS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | SKYSAIL WEALTH MANAGEMENT LLC | Nov 11, 2020 | Jan 1, 2026 | 1,877 | Firm change after gap | Ibd to state RIA |
| MSI FINANCIAL SERVICES, INC. | MML INVESTORS SERVICES, LLC | Mar 25, 2017 | Mar 25, 2017 | 0 | Bulk transfer | Other |
| MORGAN STANLEY | MSI FINANCIAL SERVICES, INC. | Feb 1, 2012 | Feb 8, 2012 | 7 | Firm change | Other |