DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at KERBERROSE WEALTH MANAGEMENT, LLC
MARQUETTE, MI | SHAWANO, WI
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 |
|---|---|---|---|---|---|---|
| KERBERROSE WEALTH MANAGEMENT, LLC | Independent wealth | Dec 1, 2020 | n/a | yes | MARQUETTE, MI|SHAWANO, WI | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 24, 2012 | Dec 15, 2020 | no | MARQUETTE, MI|OVERLAND PARK, KS|MARQUETTE, MI | Previous registration |
| V WEALTH ADVISORS LLC | Former SEC adviser | Aug 4, 2011 | Feb 21, 2012 | no | MARQUETTE, MI|OVERLAND PARK, KS | Previous registration |
| PLANMEMBER SECURITIES CORPORATION | Independent wealth | Jun 23, 2010 | Aug 1, 2011 | no | GRAND RAPIDS, MI|MARQUETTE, MI|Carpinteria, CA|MARQUETTE, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | KERBERROSE WEALTH MANAGEMENT, LLC | Dec 15, 2020 | Dec 1, 2020 | -14 | Firm change | Ibd to RIA |
| V WEALTH ADVISORS LLC | LPL FINANCIAL LLC | Feb 21, 2012 | Feb 24, 2012 | 3 | Firm change | Other |
| PLANMEMBER SECURITIES CORPORATION | V WEALTH ADVISORS LLC | Aug 1, 2011 | Aug 4, 2011 | 3 | Firm change | Other |