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Advisor at IMBER FINANCIAL GROUP, LLC
ANN ARBOR, 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 |
|---|---|---|---|---|---|---|
| IMBER FINANCIAL GROUP, LLC | Independent wealth | Aug 7, 2024 | n/a | yes | ANN ARBOR, MI | Current employment |
| CG ADVISORY SERVICES | Independent wealth | Jun 10, 2011 | Jan 2, 2020 | no | ANN ARBOR, MI|WILLIAMSTON, MI|Ann Arbor, MI | Previous registration |
| HORIZONS PLANNING CORPORATION | State registered | Oct 8, 2010 | Mar 26, 2012 | no | ANN ARBOR, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CG ADVISORY SERVICES | IMBER FINANCIAL GROUP, LLC | Jan 2, 2020 | Aug 7, 2024 | 1,679 | Firm change after gap | RIA to RIA |
| HORIZONS PLANNING CORPORATION | CG ADVISORY SERVICES | Mar 26, 2012 | Jun 10, 2011 | -290 | Firm change after gap | Other |