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Advisor at DYNAMIC
PHOENIX, AZ | Shelby Township, 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 |
|---|---|---|---|---|---|---|
| Dynamic | Independent wealth | Sep 25, 2013 | n/a | yes | PHOENIX, AZ|Shelby Township, MI | Current employment |
| SAGEPOINT FINANCIAL, INC. | Former SEC adviser | May 10, 2006 | Sep 25, 2013 | no | ROCHESTER, MI|CLINTON TWP, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAGEPOINT FINANCIAL, INC. | Dynamic | Sep 25, 2013 | Sep 25, 2013 | 0 | Firm change | Other |