DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BAY POINTE FINANCIAL
NEW BALTIMORE, 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 |
|---|---|---|---|---|---|---|
| BAY POINTE FINANCIAL | Independent wealth | May 29, 2026 | n/a | yes | NEW BALTIMORE, MI | Current employment |
| Spc | Bd affiliated wealth | Jan 3, 2017 | Jun 1, 2026 | no | CHESTERFIELD TOWNSHIP, MI|ANN ARBOR, MI|St. Clair, MI|Mt. Clemens, MI | Previous registration |
| MKD WEALTH | Independent wealth | Feb 6, 2013 | Jan 3, 2017 | no | AUBURN HILLS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Spc | BAY POINTE FINANCIAL | Jun 1, 2026 | May 29, 2026 | -3 | Firm change | Ibd to new firm |
| MKD WEALTH | Spc | Jan 3, 2017 | Jan 3, 2017 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110692:340986:MI:2026-06-01 | Jun 1, 2026 | May 29, 2026 | MT CLEMENS, MI | Firm change |